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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 | $30,160 | $93,345-67.7% | $119,126-74.7% | $87,485-65.5% |
| Participation rate | 68.0% | 68.7%-0.7pp | 75.8%-7.8pp | 68.9%-0.9pp |
| Annual return | 11.99% | 19.08%-7.1pp | 282.11%-270.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,803 | $3,172-43.1% | $4,034-55.3% | $2,596-30.5% |
| Participant deferral / active EE | $2,756 | $4,099-32.8% | $5,318-48.2% | $4,274-35.5% |
| Admin fee / account holder | $4,904 | $8,039-39.0% | $10,693-54.1% | $7,775-36.9% |