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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 | $23,421 | $89,259-73.8% | $107,187-78.1% | $82,637-71.7% |
| Participation rate | 61.6% | 67.9%-6.3pp | 75.0%-13.4pp | 68.1%-6.4pp |
| Annual return | 11.63% | 21.02%-9.4pp | 204.55%-192.9pp | 53.51%-41.9pp |
| Employer contribution / active EE | $977 | $3,080-68.3% | $3,782-74.2% | $2,552-61.7% |
| Participant deferral / active EE | $3,836 | $4,037-5.0% | $5,096-24.7% | $4,126-7.0% |
| Admin fee / account holder | $792 | $7,381-89.3% | $9,162-91.4% | $7,339-89.2% |