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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 | $32,369 | $99,994-67.6% | $146,643-77.9% | $85,847-62.3% |
| Participation rate | 67.2% | 73.1%-5.8pp | 80.1%-12.8pp | 69.3%-2.1pp |
| Annual return | 7.61% | 18.93%-11.3pp | 22.75%-15.1pp | 318.61%-311.0pp |
| Employer contribution / active EE | $1,238 | $2,559-51.6% | $4,137-70.1% | $2,565-51.8% |
| Participant deferral / active EE | $2,398 | $4,006-40.1% | $5,506-56.4% | $3,952-39.3% |
| Admin fee / account holder | $2,487 | $7,703-67.7% | $10,280-75.8% | $6,261-60.3% |