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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 | $57,819 | $65,041-11.1% | $90,965-36.4% | $79,858-27.6% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 9.85% | 30.45%-20.6pp | 134.57%-124.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $942 | $1,247-24.5% | $2,122-55.6% | $2,471-61.9% |
| Participant deferral / active EE | $1,785 | $2,512-28.9% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $3,277 | $4,536-27.8% | $5,960-45.0% | $5,306-38.2% |