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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 | $32,272 | $99,875-67.7% | $146,866-78.0% | $86,983-62.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.5%-2.9pp |
| Annual return | 7.11% | 28.10%-21.0pp | 102.85%-95.7pp | 25.83%-18.7pp |
| Employer contribution / active EE | $1,125 | $3,224-65.1% | $4,425-74.6% | $2,584-56.5% |
| Participant deferral / active EE | $2,790 | $6,322-55.9% | $7,759-64.0% | $4,194-33.5% |
| Admin fee / account holder | $1,637 | $7,838-79.1% | $13,620-88.0% | $7,856-79.2% |