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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 | $30,631 | $91,198-66.4% | $178,503-82.8% | $79,856-61.6% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 5.58% | 24.20%-18.6pp | 151.12%-145.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $508 | $3,257-84.4% | $5,011-89.9% | $2,471-79.5% |
| Participant deferral / active EE | $1,385 | $3,237-57.2% | $5,202-73.4% | $3,741-63.0% |
| Admin fee / account holder | $834 | $6,748-87.6% | $13,987-94.0% | $5,306-84.3% |