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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 | $76,419 | $91,198-16.2% | $178,503-57.2% | $79,856-4.3% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 2.64% | 24.20%-21.6pp | 151.12%-148.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,518 | $3,257-53.4% | $5,011-69.7% | $2,471-38.6% |
| Participant deferral / active EE | $3,276 | $3,237+1.2% | $5,202-37.0% | $3,741-12.4% |
| Admin fee / account holder | $1,302 | $6,748-80.7% | $13,987-90.7% | $5,306-75.5% |