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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 | $20,225 | $106,267-81.0% | $96,520-79.0% | $139,456-85.5% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 2.16% | 38.45%-36.3pp | 35.72%-33.6pp | 373.45%-371.3pp |
| Employer contribution / active EE | $1,730 | $4,105-57.9% | $3,739-53.7% | $4,753-63.6% |
| Participant deferral / active EE | $3,244 | $5,454-40.5% | $4,879-33.5% | $6,711-51.7% |
| Admin fee / account holder | $3,838 | $7,882-51.3% | $6,733-43.0% | $11,407-66.4% |