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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 | $36,713 | $96,236-61.9% | $133,698-72.5% | $80,959-54.7% |
| Participation rate | 62.9% | 71.2%-8.4pp | 76.4%-13.6pp | 67.7%-4.8pp |
| Annual return | 7.14% | 28.74%-21.6pp | 580.90%-573.8pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,168 | $3,350-65.1% | $4,218-72.3% | $2,757-57.6% |
| Participant deferral / active EE | $2,594 | $5,709-54.6% | $7,016-63.0% | $4,300-39.7% |
| Admin fee / account holder | $3,662 | $8,250-55.6% | $6,703-45.4% | $6,925-47.1% |