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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 | $33,490 | $107,368-68.8% | $92,915-64.0% | $152,909-78.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 6.24% | 145.64%-139.4pp | 109.45%-103.2pp | 345.46%-339.2pp |
| Employer contribution / active EE | $1,651 | $4,222-60.9% | $3,653-54.8% | $4,764-65.3% |
| Participant deferral / active EE | $3,002 | $4,848-38.1% | $4,238-29.2% | $5,851-48.7% |
| Admin fee / account holder | $1,860 | $7,082-73.7% | $5,796-67.9% | $11,601-84.0% |