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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 | $42,266 | $62,177-32.0% | $81,370-48.1% | $74,478-43.3% |
| Participation rate | 60.0% | 64.1%-4.1pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 9.65% | 16.62%-7.0pp | 24.85%-15.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $645 | $1,881-65.7% | $2,464-73.8% | $2,626-75.4% |
| Participant deferral / active EE | $1,378 | $3,219-57.2% | $3,885-64.5% | $4,350-68.3% |
| Admin fee / account holder | $3,489 | $1,927+81.1% | $5,749-39.3% | $1,946+79.3% |