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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 | $7,554 | $58,311-87.0% | $81,882-90.8% | $80,959-90.7% |
| Participation rate | 69.6% | 63.5%+6.1pp | 72.4%-2.8pp | 67.7%+2.0pp |
| Annual return | 7.11% | 41.85%-34.7pp | 779.47%-772.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $615 | $2,347-73.8% | $2,916-78.9% | $2,757-77.7% |
| Participant deferral / active EE | $1,427 | $3,287-56.6% | $4,323-67.0% | $4,300-66.8% |
| Admin fee / account holder | $743 | $4,752-84.4% | $7,360-89.9% | $6,925-89.3% |