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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 | $26,746 | $95,383-72.0% | $185,837-85.6% | $85,856-68.8% |
| Participation rate | 69.4% | 68.8%+0.7pp | 81.7%-12.3pp | 69.3%+0.1pp |
| Annual return | 9.92% | 23.59%-13.7pp | 122.08%-112.2pp | 318.58%-308.7pp |
| Employer contribution / active EE | $1,436 | $3,313-56.7% | $5,168-72.2% | $2,565-44.0% |
| Participant deferral / active EE | $1,834 | $3,423-46.4% | $5,568-67.1% | $3,952-53.6% |
| Admin fee / account holder | $3,759 | $7,213-47.9% | $16,241-76.9% | $6,261-40.0% |