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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 | $42,356 | $106,247-60.1% | $96,515-56.1% | $139,466-69.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 7.83% | 38.47%-30.6pp | 35.73%-27.9pp | 373.66%-365.8pp |
| Employer contribution / active EE | $1,890 | $4,106-54.0% | $3,740-49.4% | $4,754-60.2% |
| Participant deferral / active EE | $3,687 | $5,456-32.4% | $4,880-24.5% | $6,712-45.1% |
| Admin fee / account holder | $448 | $7,885-94.3% | $6,735-93.4% | $11,409-96.1% |