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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 | $32,786 | $58,828-44.3% | $78,002-58.0% | $62,881-47.9% |
| Participation rate | 65.2% | 71.1%-5.8pp | 75.5%-10.3pp | 69.3%-4.1pp |
| Annual return | 3.93% | 17.16%-13.2pp | 425.99%-422.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $729 | $1,672-56.4% | $2,470-70.5% | $2,281-68.0% |
| Participant deferral / active EE | $1,744 | $2,686-35.1% | $3,497-50.1% | $3,203-45.6% |
| Admin fee / account holder | $7,738 | $4,393+76.1% | $5,481+41.2% | $4,296+80.1% |