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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 | $14,343 | $53,128-73.0% | $86,581-83.4% | $70,124-79.5% |
| Participation rate | 60.5% | 65.3%-4.8pp | 73.5%-13.0pp | 69.5%-9.0pp |
| Annual return | 10.74% | 27.66%-16.9pp | 965.06%-954.3pp | 73.14%-62.4pp |
| Employer contribution / active EE | $793 | $2,068-61.7% | $2,840-72.1% | $2,342-66.2% |
| Participant deferral / active EE | $2,028 | $2,695-24.8% | $3,609-43.8% | $3,332-39.1% |
| Admin fee / account holder | $4,345 | $3,584+21.2% | $4,904-11.4% | $4,645-6.5% |