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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 | $35,618 | $88,672-59.8% | $105,223-66.1% | $82,448-56.8% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 10.82% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,201 | $3,048-60.6% | $3,689-67.5% | $2,551-52.9% |
| Participant deferral / active EE | $1,749 | $4,036-56.7% | $5,072-65.5% | $4,139-57.7% |
| Admin fee / account holder | $2,766 | $7,146-61.3% | $8,859-68.8% | $7,234-61.8% |