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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 | $72,747 | $101,795-28.5% | $165,100-55.9% | $80,959-10.1% |
| Participation rate | 65.9% | 71.8%-6.0pp | 78.6%-12.8pp | 67.7%-1.8pp |
| Annual return | 10.02% | 16.73%-6.7pp | 70.21%-60.2pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,372 | $2,954-53.6% | $4,348-68.5% | $2,757-50.2% |
| Participant deferral / active EE | $2,587 | $4,476-42.2% | $6,035-57.1% | $4,300-39.8% |
| Admin fee / account holder | $600 | $8,221-92.7% | $12,696-95.3% | $6,925-91.3% |