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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 | $28,110 | $139,948-79.9% | $121,663-76.9% | $154,746-81.8% |
| Participation rate | 69.2% | 78.0%-8.8pp | 74.5%-5.3pp | 80.7%-11.5pp |
| Annual return | 3.68% | 230.52%-226.8pp | 147.54%-143.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,808 | $3,521-48.6% | $3,020-40.1% | $4,379-58.7% |
| Participant deferral / active EE | $2,692 | $5,629-52.2% | $4,887-44.9% | $6,730-60.0% |
| Admin fee / account holder | $1,016 | $17,321-94.1% | $14,289-92.9% | $14,365-92.9% |