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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 | $26,807 | $155,555-82.8% | $146,866-81.7% | $155,188-82.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 5.23% | 115.41%-110.2pp | 102.85%-97.6pp | 148.84%-143.6pp |
| Employer contribution / active EE | $2,823 | $4,647-39.2% | $4,425-36.2% | $4,248-33.5% |
| Participant deferral / active EE | $5,763 | $8,044-28.4% | $7,759-25.7% | $6,531-11.8% |
| Admin fee / account holder | $672 | $14,755-95.4% | $13,620-95.1% | $14,480-95.4% |