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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 | $42,082 | $176,786-76.2% | $146,643-71.3% | $167,536-74.9% |
| Participation rate | 68.2% | 83.6%-15.4pp | 80.1%-11.9pp | 82.1%-13.9pp |
| Annual return | 5.44% | 24.04%-18.6pp | 22.75%-17.3pp | 478.82%-473.4pp |
| Employer contribution / active EE | $1,115 | $5,161-78.4% | $4,137-73.1% | $4,839-77.0% |
| Participant deferral / active EE | $2,633 | $6,440-59.1% | $5,506-52.2% | $6,342-58.5% |
| Admin fee / account holder | $2,277 | $13,262-82.8% | $10,280-77.9% | $12,315-81.5% |