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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 | $40,264 | $110,379-63.5% | $102,412-60.7% | $145,884-72.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 1.93% | 24.84%-22.9pp | 24.94%-23.0pp | 551.85%-549.9pp |
| Employer contribution / active EE | $1,287 | $4,216-69.5% | $3,870-66.8% | $4,662-72.4% |
| Participant deferral / active EE | $2,608 | $5,622-53.6% | $5,060-48.5% | $6,690-61.0% |
| Admin fee / account holder | $8,839 | $9,745-9.3% | $8,388+5.4% | $13,392-34.0% |