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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 | $23,499 | $89,367-73.7% | $141,191-83.4% | $72,975-67.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 15.25% | 111.87%-96.6pp | 71.41%-56.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,270 | $3,115-59.2% | $4,736-73.2% | $2,440-47.9% |
| Participant deferral / active EE | $5,536 | $5,419+2.2% | $6,710-17.5% | $3,608+53.4% |
| Admin fee / account holder | $2,096 | $5,957-64.8% | $10,264-79.6% | $5,124-59.1% |