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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 | $28,545 | $63,346-54.9% | $92,240-69.1% | $70,126-59.3% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.3pp | 69.5%-0.3pp |
| Annual return | 12.33% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,349 | $2,471-45.4% | $3,680-63.3% | $2,343-42.4% |
| Participant deferral / active EE | $2,017 | $2,854-29.3% | $3,897-48.2% | $3,332-39.5% |
| Admin fee / account holder | $1,964 | $3,841-48.9% | $5,194-62.2% | $4,645-57.7% |