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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 | $39,145 | $157,296-75.1% | $141,191-72.3% | $152,897-74.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 12.17% | 64.34%-52.2pp | 71.41%-59.2pp | 345.43%-333.3pp |
| Employer contribution / active EE | $954 | $5,262-81.9% | $4,736-79.9% | $4,764-80.0% |
| Participant deferral / active EE | $2,767 | $7,111-61.1% | $6,710-58.8% | $5,851-52.7% |
| Admin fee / account holder | $982 | $12,125-91.9% | $10,264-90.4% | $11,599-91.5% |