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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 | $28,819 | $81,208-64.5% | $98,920-70.9% | $79,856-63.9% |
| Participation rate | 69.1% | 72.5%-3.4pp | 76.0%-6.9pp | 69.6%-0.5pp |
| Annual return | 8.17% | 60.99%-52.8pp | 196.47%-188.3pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,700 | $1,960-13.3% | $2,689-36.8% | $2,471-31.2% |
| Participant deferral / active EE | $2,442 | $3,265-25.2% | $4,245-42.5% | $3,741-34.7% |
| Admin fee / account holder | $4,076 | $6,013-32.2% | $6,643-38.6% | $5,306-23.2% |