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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,100 | $93,589-8.0% | $135,942-36.7% | $75,181+14.5% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 14.64% | 30.90%-16.3pp | 68.28%-53.6pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,383 | $3,537-60.9% | $4,858-71.5% | $2,671-48.2% |
| Participant deferral / active EE | $3,812 | $6,405-40.5% | $7,759-50.9% | $4,126-7.6% |
| Admin fee / account holder | $434 | $6,977-93.8% | $10,764-96.0% | $5,650-92.3% |