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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 | $48,668 | $91,198-46.6% | $178,503-72.7% | $79,856-39.1% |
| Participation rate | 68.6% | 69.2%-0.6pp | 81.9%-13.4pp | 69.6%-1.1pp |
| Annual return | 6.74% | 24.20%-17.5pp | 151.12%-144.4pp | 31.71%-25.0pp |
| Employer contribution / active EE | $575 | $3,257-82.3% | $5,011-88.5% | $2,471-76.7% |
| Participant deferral / active EE | $1,323 | $3,237-59.1% | $5,202-74.6% | $3,741-64.6% |
| Admin fee / account holder | $336 | $6,748-95.0% | $13,987-97.6% | $5,306-93.7% |