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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 | $29,498 | $157,276-81.2% | $141,177-79.1% | $152,885-80.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 11.28% | 64.33%-53.1pp | 71.40%-60.1pp | 345.39%-334.1pp |
| Employer contribution / active EE | $3,036 | $5,262-42.3% | $4,736-35.9% | $4,763-36.3% |
| Participant deferral / active EE | $3,685 | $7,110-48.2% | $6,710-45.1% | $5,851-37.0% |
| Admin fee / account holder | $2,168 | $12,123-82.1% | $10,263-78.9% | $11,598-81.3% |