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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 | $69,075 | $107,421-35.7% | $182,262-62.1% | $94,015-26.5% |
| Participation rate | 67.9% | 77.8%-9.9pp | 84.2%-16.4pp | 70.8%-3.0pp |
| Annual return | 12.46% | 21.32%-8.9pp | 140.60%-128.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,932 | $3,448-44.0% | $5,046-61.7% | $2,790-30.8% |
| Participant deferral / active EE | $3,093 | $6,558-52.8% | $8,276-62.6% | $4,249-27.2% |
| Admin fee / account holder | $16,274 | $8,692+87.2% | $16,712-2.6% | $8,951+81.8% |