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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 | $28,095 | $124,330-77.4% | $109,173-74.3% | $167,536-83.2% |
| Participation rate | 61.5% | 79.5%-17.9pp | 75.9%-14.3pp | 82.1%-20.6pp |
| Annual return | 7.38% | 26.04%-18.7pp | 25.75%-18.4pp | 478.82%-471.4pp |
| Employer contribution / active EE | $814 | $4,209-80.7% | $3,723-78.1% | $4,839-83.2% |
| Participant deferral / active EE | $1,869 | $5,256-64.4% | $4,654-59.8% | $6,342-70.5% |
| Admin fee / account holder | $1,126 | $7,974-85.9% | $6,755-83.3% | $12,315-90.9% |