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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 | $37,560 | $72,269-48.0% | $101,271-62.9% | $79,852-53.0% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 10.51% | 22.29%-11.8pp | 46.48%-36.0pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,047 | $2,692-61.1% | $3,660-71.4% | $2,471-57.6% |
| Participant deferral / active EE | $2,692 | $3,282-18.0% | $4,371-38.4% | $3,740-28.0% |
| Admin fee / account holder | $3,067 | $4,401-30.3% | $5,948-48.4% | $5,306-42.2% |