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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 | $35,443 | $85,171-58.4% | $172,753-79.5% | $72,976-51.4% |
| Participation rate | 63.3% | 70.1%-6.8pp | 82.6%-19.4pp | 69.5%-6.2pp |
| Annual return | 3.88% | 27.32%-23.4pp | 803.00%-799.1pp | 81.02%-77.1pp |
| Employer contribution / active EE | $1,495 | $3,324-55.0% | $5,144-70.9% | $2,440-38.7% |
| Participant deferral / active EE | $1,549 | $3,260-52.5% | $5,198-70.2% | $3,608-57.1% |
| Admin fee / account holder | $780 | $5,880-86.7% | $13,956-94.4% | $5,124-84.8% |