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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 | $106,864-69.8% | $147,318-78.1% | $82,637-60.9% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 7.11% | 27.49%-20.4pp | 70.43%-63.3pp | 53.51%-46.4pp |
| Employer contribution / active EE | $1,125 | $3,417-67.1% | $4,593-75.5% | $2,552-55.9% |
| Participant deferral / active EE | $2,790 | $6,496-57.1% | $7,906-64.7% | $4,126-32.4% |
| Admin fee / account holder | $1,637 | $8,415-80.6% | $13,708-88.1% | $7,339-77.7% |