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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 | $15,243 | $91,179-83.3% | $178,499-91.5% | $79,852-80.9% |
| Participation rate | 69.0% | 69.2%-0.2pp | 81.9%-13.0pp | 69.6%-0.7pp |
| Annual return | 9.81% | 24.19%-14.4pp | 151.10%-141.3pp | 31.72%-21.9pp |
| Employer contribution / active EE | $382 | $3,256-88.3% | $5,011-92.4% | $2,471-84.5% |
| Participant deferral / active EE | $889 | $3,236-72.5% | $5,202-82.9% | $3,740-76.2% |
| Admin fee / account holder | $563 | $6,749-91.7% | $13,986-96.0% | $5,306-89.4% |