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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 | $24,332 | $97,125-74.9% | $86,233-71.8% | $137,256-82.3% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 9.88% | 74.19%-64.3pp | 61.39%-51.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,283 | $2,841-54.8% | $2,504-48.8% | $4,156-69.1% |
| Participant deferral / active EE | $1,617 | $5,180-68.8% | $4,559-64.5% | $6,407-74.8% |
| Admin fee / account holder | $9,499 | $9,725-2.3% | $8,342+13.9% | $12,270-22.6% |