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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 | $12,590 | $100,139-87.4% | $85,187-85.2% | $145,884-91.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 5.93% | 84.15%-78.2pp | 66.67%-60.7pp | 551.85%-545.9pp |
| Employer contribution / active EE | $954 | $3,238-70.5% | $2,732-65.1% | $4,662-79.5% |
| Participant deferral / active EE | $4,574 | $5,296-13.6% | $4,525+1.1% | $6,690-31.6% |
| Admin fee / account holder | $584 | $7,262-92.0% | $6,162-90.5% | $13,392-95.6% |