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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 | $36,228 | $110,379-67.2% | $102,412-64.6% | $145,884-75.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.70% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,383 | $4,216-67.2% | $3,870-64.3% | $4,662-70.3% |
| Participant deferral / active EE | $4,631 | $5,622-17.6% | $5,060-8.5% | $6,690-30.8% |
| Admin fee / account holder | $523 | $9,745-94.6% | $8,388-93.8% | $13,392-96.1% |