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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 | $71,014 | $87,106-18.5% | $105,607-32.8% | $80,935-12.3% |
| Participation rate | 60.6% | 70.4%-9.8pp | 75.3%-14.7pp | 67.7%-7.1pp |
| Annual return | 9.22% | 17.01%-7.8pp | 116.11%-106.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,677 | $2,396-30.0% | $3,167-47.1% | $2,757-39.2% |
| Participant deferral / active EE | $4,430 | $3,986+11.1% | $5,011-11.6% | $4,299+3.0% |
| Admin fee / account holder | $4,836 | $8,447-42.8% | $10,958-55.9% | $6,924-30.2% |