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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 | $25,596 | $88,672-71.1% | $105,223-75.7% | $82,448-69.0% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 12.79% | 30.86%-18.1pp | 180.65%-167.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,060 | $3,048-65.2% | $3,689-71.3% | $2,551-58.4% |
| Participant deferral / active EE | $1,821 | $4,036-54.9% | $5,072-64.1% | $4,139-56.0% |
| Admin fee / account holder | $1,317 | $7,146-81.6% | $8,859-85.1% | $7,234-81.8% |