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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 | $22,878 | $124,330-81.6% | $109,173-79.0% | $167,536-86.3% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 4.42% | 26.04%-21.6pp | 25.75%-21.3pp | 478.82%-474.4pp |
| Employer contribution / active EE | $2,197 | $4,209-47.8% | $3,723-41.0% | $4,839-54.6% |
| Participant deferral / active EE | $5,562 | $5,256+5.8% | $4,654+19.5% | $6,342-12.3% |
| Admin fee / account holder | $638 | $7,974-92.0% | $6,755-90.6% | $12,315-94.8% |