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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 | $102,429-67.9% | $147,096-77.6% | $80,925-59.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 10.80% | 135.02%-124.2pp | 419.75%-408.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $1,665 | $3,716-55.2% | $4,936-66.3% | $2,756-39.6% |
| Participant deferral / active EE | $3,223 | $6,649-51.5% | $8,071-60.1% | $4,299-25.0% |
| Admin fee / account holder | $820 | $7,957-89.7% | $13,005-93.7% | $6,940-88.2% |