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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 | $34,825 | $103,008-66.2% | $90,304-61.4% | $152,897-77.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 9.24% | 95.22%-86.0pp | 78.13%-68.9pp | 345.43%-336.2pp |
| Employer contribution / active EE | $1,175 | $3,139-62.6% | $2,855-58.8% | $4,764-75.3% |
| Participant deferral / active EE | $4,420 | $4,281+3.2% | $3,885+13.8% | $5,851-24.5% |
| Admin fee / account holder | $446 | $6,175-92.8% | $5,354-91.7% | $11,599-96.2% |