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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 | $34,776 | $86,288-59.7% | $111,306-68.8% | $85,851-59.5% |
| Participation rate | 69.0% | 73.3%-4.4pp | 77.3%-8.4pp | 69.3%-0.4pp |
| Annual return | 10.32% | 19.99%-9.7pp | 54.67%-44.3pp | 318.63%-308.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,577 | $3,641-29.2% | $4,488-42.6% | $3,952-34.8% |
| Admin fee / account holder | $661 | $8,189-91.9% | $7,966-91.7% | $6,261-89.4% |