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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 | $78,450 | $110,379-28.9% | $102,412-23.4% | $145,884-46.2% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 9.00% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $993 | $4,216-76.5% | $3,870-74.4% | $4,662-78.7% |
| Participant deferral / active EE | $2,075 | $5,622-63.1% | $5,060-59.0% | $6,690-69.0% |
| Admin fee / account holder | $1,116 | $9,745-88.5% | $8,388-86.7% | $13,392-91.7% |