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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 | $34,137 | $165,361-79.4% | $149,715-77.2% | $158,950-78.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 7.43% | 348.24%-340.8pp | 276.66%-269.2pp | 302.91%-295.5pp |
| Employer contribution / active EE | $1,808 | $5,103-64.6% | $4,645-61.1% | $4,762-62.0% |
| Participant deferral / active EE | $3,625 | $7,182-49.5% | $6,842-47.0% | $5,983-39.4% |
| Admin fee / account holder | $400 | $10,808-96.3% | $9,310-95.7% | $11,248-96.4% |