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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 | $20,479 | $53,128-61.5% | $86,582-76.3% | $70,126-70.8% |
| Participation rate | 65.4% | 65.3%+0.1pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 6.33% | 27.66%-21.3pp | 965.08%-958.8pp | 73.15%-66.8pp |
| Employer contribution / active EE | $416 | $2,068-79.9% | $2,839-85.3% | $2,343-82.2% |
| Participant deferral / active EE | $1,896 | $2,695-29.7% | $3,609-47.5% | $3,332-43.1% |
| Admin fee / account holder | $2,332 | $3,584-34.9% | $4,904-52.5% | $4,645-49.8% |