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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 | $36,304 | $61,125-40.6% | $94,057-61.4% | $87,485-58.5% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 10.83% | 35.20%-24.4pp | 480.62%-469.8pp | 26.06%-15.2pp |
| Employer contribution / active EE | $452 | $2,136-78.8% | $2,933-84.6% | $2,596-82.6% |
| Participant deferral / active EE | $1,329 | $3,260-59.2% | $4,709-71.8% | $4,274-68.9% |
| Admin fee / account holder | $2,558 | $5,629-54.6% | $7,244-64.7% | $7,775-67.1% |