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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 | $7,781 | $97,125-92.0% | $86,233-91.0% | $137,256-94.3% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 4.02% | 74.19%-70.2pp | 61.39%-57.4pp | 220.34%-216.3pp |
| Employer contribution / active EE | $2,107 | $2,841-25.8% | $2,504-15.9% | $4,156-49.3% |
| Participant deferral / active EE | $2,206 | $5,180-57.4% | $4,559-51.6% | $6,407-65.6% |
| Admin fee / account holder | $1,194 | $9,725-87.7% | $8,342-85.7% | $12,270-90.3% |