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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 | $61,125-56.0% | $94,057-71.4% | $87,485-69.3% |
| Participation rate | 61.1% | 64.1%-3.0pp | 73.3%-12.2pp | 68.9%-7.8pp |
| Annual return | 11.80% | 35.20%-23.4pp | 480.62%-468.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $753 | $2,136-64.8% | $2,933-74.3% | $2,596-71.0% |
| Participant deferral / active EE | $1,518 | $3,260-53.4% | $4,709-67.8% | $4,274-64.5% |
| Admin fee / account holder | $689 | $5,629-87.8% | $7,244-90.5% | $7,775-91.1% |