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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 | $106,524-35.2% | $152,301-54.6% | $87,485-21.0% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.4%-14.6pp | 68.9%-1.1pp |
| Annual return | 12.46% | 26.89%-14.4pp | 80.50%-68.0pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,932 | $3,371-42.7% | $4,624-58.2% | $2,596-25.6% |
| Participant deferral / active EE | $3,093 | $6,525-52.6% | $8,004-61.4% | $4,274-27.6% |
| Admin fee / account holder | $16,274 | $8,287+96.4% | $14,398+13.0% | $7,775+109.3% |