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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 | $32,923 | $102,422-67.9% | $147,117-77.6% | $80,959-59.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 10.80% | 135.16%-124.4pp | 420.54%-409.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,665 | $3,717-55.2% | $4,932-66.2% | $2,757-39.6% |
| Participant deferral / active EE | $3,223 | $6,652-51.5% | $8,065-60.0% | $4,300-25.1% |
| Admin fee / account holder | $820 | $7,953-89.7% | $12,993-93.7% | $6,925-88.2% |