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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 | $33,803 | $53,128-36.4% | $86,582-61.0% | $70,126-51.8% |
| Participation rate | 62.7% | 65.3%-2.6pp | 73.5%-10.8pp | 69.5%-6.8pp |
| Annual return | 10.17% | 27.66%-17.5pp | 965.08%-954.9pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,285 | $2,068-37.9% | $2,839-54.7% | $2,343-45.1% |
| Participant deferral / active EE | $1,760 | $2,695-34.7% | $3,609-51.2% | $3,332-47.2% |
| Admin fee / account holder | $907 | $3,584-74.7% | $4,904-81.5% | $4,645-80.5% |