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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 | $29,020 | $98,463-70.5% | $119,258-75.7% | $85,856-66.2% |
| Participation rate | 62.1% | 77.6%-15.5pp | 82.7%-20.6pp | 69.3%-7.2pp |
| Annual return | 10.89% | 38.53%-27.6pp | 30.69%-19.8pp | 318.58%-307.7pp |
| Employer contribution / active EE | $1,164 | $3,698-68.5% | $4,384-73.4% | $2,565-54.6% |
| Participant deferral / active EE | $3,325 | $4,942-32.7% | $6,111-45.6% | $3,952-15.9% |
| Admin fee / account holder | $3,471 | $7,493-53.7% | $7,226-52.0% | $6,261-44.6% |