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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 | $30,790 | $89,367-65.5% | $141,191-78.2% | $72,975-57.8% |
| Participation rate | 62.2% | 75.1%-13.0pp | 82.5%-20.3pp | 69.5%-7.3pp |
| Annual return | 11.48% | 111.87%-100.4pp | 71.41%-59.9pp | 81.01%-69.5pp |
| Employer contribution / active EE | $1,261 | $3,115-59.5% | $4,736-73.4% | $2,440-48.3% |
| Participant deferral / active EE | $2,981 | $5,419-45.0% | $6,710-55.6% | $3,608-17.4% |
| Admin fee / account holder | $6,325 | $5,957+6.2% | $10,264-38.4% | $5,124+23.4% |