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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 | $65,121 | $110,410-41.0% | $102,437-36.4% | $145,897-55.4% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 8.57% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,572 | $4,217-39.0% | $3,871-33.6% | $4,663-44.8% |
| Participant deferral / active EE | $2,883 | $5,622-48.7% | $5,060-43.0% | $6,689-56.9% |
| Admin fee / account holder | $317 | $9,745-96.7% | $8,388-96.2% | $13,390-97.6% |