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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 | $26,900 | $49,976-46.2% | $66,674-59.7% | $82,637-67.4% |
| Participation rate | 61.1% | 63.1%-2.0pp | 73.7%-12.6pp | 68.1%-6.9pp |
| Annual return | 11.80% | 39.09%-27.3pp | 321.24%-309.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $753 | $1,988-62.1% | $2,620-71.3% | $2,552-70.5% |
| Participant deferral / active EE | $1,518 | $2,847-46.7% | $4,084-62.8% | $4,126-63.2% |
| Admin fee / account holder | $689 | $4,594-85.0% | $5,098-86.5% | $7,339-90.6% |