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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 | $78,566 | $66,402+18.3% | $109,907-28.5% | $85,847-8.5% |
| Participation rate | 65.0% | 63.9%+1.1pp | 74.2%-9.2pp | 69.3%-4.3pp |
| Annual return | 8.04% | 19.59%-11.6pp | 29.46%-21.4pp | 318.61%-310.6pp |
| Employer contribution / active EE | $598 | $1,687-64.6% | $2,844-79.0% | $2,565-76.7% |
| Participant deferral / active EE | $4,597 | $2,842+61.7% | $4,047+13.6% | $3,952+16.3% |
| Admin fee / account holder | $17,548 | $4,557+285.0% | $6,069+189.2% | $6,261+180.3% |