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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 | $142,354-80.3% | $125,529-77.6% | $155,188-81.9% |
| Participation rate | 69.2% | 78.1%-8.8pp | 74.7%-5.5pp | 80.8%-11.6pp |
| Annual return | 3.68% | 306.06%-302.4pp | 202.56%-198.9pp | 148.84%-145.2pp |
| Employer contribution / active EE | $1,808 | $3,501-48.4% | $3,058-40.9% | $4,248-57.4% |
| Participant deferral / active EE | $2,692 | $5,491-51.0% | $4,813-44.1% | $6,531-58.8% |
| Admin fee / account holder | $1,016 | $19,392-94.8% | $16,298-93.8% | $14,480-93.0% |