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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 | $77,232 | $52,380+47.4% | $98,775-21.8% | $85,847-10.0% |
| Participation rate | 58.1% | 58.0%+0.2pp | 65.7%-7.6pp | 69.3%-11.2pp |
| Annual return | 10.05% | 25.82%-15.8pp | 49.92%-39.9pp | 318.61%-308.6pp |
| Employer contribution / active EE | $669 | $1,337-50.0% | $2,067-67.6% | $2,565-73.9% |
| Participant deferral / active EE | $3,344 | $2,101+59.2% | $3,035+10.2% | $3,952-15.4% |
| Admin fee / account holder | $32,395 | $3,865+738.3% | $4,076+694.7% | $6,261+417.4% |