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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 | $66,763 | $86,298-22.6% | $111,308-40.0% | $85,847-22.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 9.24% | 19.99%-10.7pp | 54.67%-45.4pp | 318.61%-309.4pp |
| Employer contribution / active EE | $1,106 | $2,044-45.9% | $2,732-59.5% | $2,565-56.9% |
| Participant deferral / active EE | $2,389 | $3,641-34.4% | $4,487-46.8% | $3,952-39.6% |
| Admin fee / account holder | $5,735 | $8,189-30.0% | $7,965-28.0% | $6,261-8.4% |