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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 | $27,530 | $110,212-75.0% | $96,534-71.5% | $139,466-80.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.8pp | 80.3%-11.1pp |
| Annual return | 9.48% | 26.42%-16.9pp | 25.88%-16.4pp | 373.66%-364.2pp |
| Employer contribution / active EE | $892 | $3,620-75.4% | $2,965-69.9% | $4,754-81.2% |
| Participant deferral / active EE | $2,506 | $5,547-54.8% | $4,851-48.3% | $6,712-62.7% |
| Admin fee / account holder | $2,092 | $11,599-82.0% | $8,253-74.6% | $11,409-81.7% |