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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 | $32,955 | $45,050-26.8% | $63,018-47.7% | $70,126-53.0% |
| Participation rate | 65.6% | 69.5%-3.9pp | 74.8%-9.2pp | 69.5%-3.9pp |
| Annual return | 11.24% | 18.76%-7.5pp | 87.62%-76.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $970 | $2,052-52.7% | $2,761-64.9% | $2,343-58.6% |
| Participant deferral / active EE | $1,350 | $2,466-45.2% | $3,330-59.5% | $3,332-59.5% |
| Admin fee / account holder | $1,406 | $2,834-50.4% | $3,601-61.0% | $4,645-69.7% |