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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 | $26,545 | $110,379-76.0% | $102,412-74.1% | $145,884-81.8% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 8.38% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $4,696 | $4,216+11.4% | $3,870+21.4% | $4,662+0.7% |
| Participant deferral / active EE | $5,237 | $5,622-6.8% | $5,060+3.5% | $6,690-21.7% |
| Admin fee / account holder | $838 | $9,745-91.4% | $8,388-90.0% | $13,392-93.7% |