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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 | $16,631 | $67,823-75.5% | $52,425-68.3% | $137,256-87.9% |
| Participation rate | 61.5% | 63.9%-2.4pp | 55.6%+5.9pp | 80.0%-18.4pp |
| Annual return | 5.64% | 219.11%-213.5pp | 302.12%-296.5pp | 220.34%-214.7pp |
| Employer contribution / active EE | $497 | $1,163-57.2% | $914-45.6% | $4,156-88.0% |
| Participant deferral / active EE | $1,766 | $2,288-22.8% | $1,790-1.4% | $6,407-72.4% |
| Admin fee / account holder | $1,043 | $2,844-63.3% | $2,495-58.2% | $12,270-91.5% |