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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 | $16,562 | $102,663-83.9% | $86,216-80.8% | $139,466-88.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 8.66% | 1924.52%-1915.9pp | 1169.42%-1160.8pp | 373.66%-365.0pp |
| Employer contribution / active EE | $601 | $3,035-80.2% | $2,382-74.8% | $4,754-87.4% |
| Participant deferral / active EE | $1,444 | $4,677-69.1% | $3,986-63.8% | $6,712-78.5% |
| Admin fee / account holder | $320 | $8,663-96.3% | $6,853-95.3% | $11,409-97.2% |