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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 | $14,381 | $51,638-72.1% | $68,368-79.0% | $82,448-82.6% |
| Participation rate | 57.8% | 63.6%-5.8pp | 73.8%-16.0pp | 68.1%-10.3pp |
| Annual return | 5.92% | 37.53%-31.6pp | 292.57%-286.7pp | 41.64%-35.7pp |
| Employer contribution / active EE | $634 | $2,047-69.0% | $2,649-76.1% | $2,551-75.2% |
| Participant deferral / active EE | $1,920 | $2,914-34.1% | $4,123-53.4% | $4,139-53.6% |
| Admin fee / account holder | $1,432 | $4,643-69.2% | $5,150-72.2% | $7,234-80.2% |