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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 | $5,360 | $67,823-92.1% | $52,425-89.8% | $137,256-96.1% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 3.93% | 219.11%-215.2pp | 302.12%-298.2pp | 220.34%-216.4pp |
| Employer contribution / active EE | $166 | $1,163-85.8% | $914-81.9% | $4,156-96.0% |
| Participant deferral / active EE | $1,272 | $2,288-44.4% | $1,790-29.0% | $6,407-80.1% |
| Admin fee / account holder | $1,746 | $2,844-38.6% | $2,495-30.0% | $12,270-85.8% |