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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 | $32,061 | $102,828-68.8% | $105,387-69.6% | $152,885-79.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.6%-15.9pp | 82.5%-15.8pp |
| Annual return | 10.25% | 20.85%-10.6pp | 26.82%-16.6pp | 345.39%-335.1pp |
| Employer contribution / active EE | $1,885 | $4,473-57.8% | $4,213-55.3% | $4,763-60.4% |
| Participant deferral / active EE | $2,486 | $5,465-54.5% | $5,502-54.8% | $5,851-57.5% |
| Admin fee / account holder | $949 | $8,683-89.1% | $6,559-85.5% | $11,598-91.8% |