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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 | $21,889 | $85,171-74.3% | $172,752-87.3% | $72,975-70.0% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 7.41% | 27.32%-19.9pp | 802.97%-795.6pp | 81.01%-73.6pp |
| Employer contribution / active EE | $456 | $3,324-86.3% | $5,144-91.1% | $2,440-81.3% |
| Participant deferral / active EE | $1,385 | $3,260-57.5% | $5,198-73.4% | $3,608-61.6% |
| Admin fee / account holder | $4,228 | $5,880-28.1% | $13,955-69.7% | $5,124-17.5% |