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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 | $66,591 | $78,670-15.4% | $109,173-39.0% | $85,847-22.4% |
| Participation rate | 64.5% | 68.3%-3.8pp | 75.9%-11.4pp | 69.3%-4.8pp |
| Annual return | 10.76% | 25.09%-14.3pp | 25.75%-15.0pp | 318.61%-307.8pp |
| Employer contribution / active EE | $897 | $2,734-67.2% | $3,723-75.9% | $2,565-65.0% |
| Participant deferral / active EE | $1,851 | $3,467-46.6% | $4,654-60.2% | $3,952-53.2% |
| Admin fee / account holder | $7,489 | $5,469+36.9% | $6,755+10.9% | $6,261+19.6% |