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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 | $19,649 | $208,088-90.6% | $186,193-89.4% | $154,746-87.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 7.02% | 89.97%-83.0pp | 78.03%-71.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,298 | $4,340-70.1% | $3,918-66.9% | $4,379-70.4% |
| Participant deferral / active EE | $2,287 | $7,078-67.7% | $6,513-64.9% | $6,730-66.0% |
| Admin fee / account holder | $1,205 | $11,698-89.7% | $11,058-89.1% | $14,365-91.6% |