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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 | $29,564 | $95,415-69.0% | $185,851-84.1% | $85,851-65.6% |
| Participation rate | 68.1% | 68.8%-0.7pp | 81.7%-13.6pp | 69.3%-1.2pp |
| Annual return | 2.74% | 23.59%-20.8pp | 122.11%-119.4pp | 318.63%-315.9pp |
| Employer contribution / active EE | $2,340 | $3,314-29.4% | $5,168-54.7% | $2,565-8.8% |
| Participant deferral / active EE | $3,050 | $3,424-10.9% | $5,569-45.2% | $3,952-22.8% |
| Admin fee / account holder | $1,706 | $7,215-76.4% | $16,245-89.5% | $6,261-72.8% |