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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 | $8,153 | $55,889-85.4% | $76,119-89.3% | $80,935-89.9% |
| Participation rate | 65.5% | 62.1%+3.5pp | 69.1%-3.6pp | 67.7%-2.1pp |
| Annual return | 6.67% | 20.58%-13.9pp | 361.25%-354.6pp | 35.66%-29.0pp |
| Employer contribution / active EE | $750 | $1,866-59.8% | $2,693-72.1% | $2,757-72.8% |
| Participant deferral / active EE | $1,406 | $3,051-53.9% | $4,259-67.0% | $4,299-67.3% |
| Admin fee / account holder | $841 | $5,241-84.0% | $6,421-86.9% | $6,924-87.9% |