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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 | $28,141 | $103,038-72.7% | $90,324-68.8% | $152,909-81.6% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 8.23% | 95.25%-87.0pp | 78.15%-69.9pp | 345.46%-337.2pp |
| Employer contribution / active EE | $1,592 | $3,141-49.3% | $2,856-44.3% | $4,764-66.6% |
| Participant deferral / active EE | $1,857 | $4,282-56.6% | $3,885-52.2% | $5,851-68.3% |
| Admin fee / account holder | $5,316 | $6,177-13.9% | $5,356-0.7% | $11,601-54.2% |