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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 | $53,618 | $101,618-47.2% | $93,063-42.4% | $137,256-60.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 8.86% | 223.95%-215.1pp | 34.15%-25.3pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,554 | $2,707-42.6% | $2,476-37.2% | $4,156-62.6% |
| Participant deferral / active EE | $3,265 | $4,279-23.7% | $3,958-17.5% | $6,407-49.0% |
| Admin fee / account holder | $1,541 | $6,198-75.1% | $6,033-74.5% | $12,270-87.4% |