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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 | $12,159 | $70,366-82.7% | $66,674-81.8% | $138,895-91.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.15% | 386.41%-375.3pp | 321.24%-310.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $940 | $2,765-66.0% | $2,620-64.1% | $4,194-77.6% |
| Participant deferral / active EE | $1,581 | $4,374-63.9% | $4,084-61.3% | $6,396-75.3% |
| Admin fee / account holder | $3,881 | $5,262-26.2% | $5,098-23.9% | $12,562-69.1% |