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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 | $7,208 | $58,311-87.6% | $81,882-91.2% | $80,959-91.1% |
| Participation rate | 62.7% | 63.5%-0.8pp | 72.4%-9.7pp | 67.7%-5.0pp |
| Annual return | 10.28% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $824 | $2,347-64.9% | $2,916-71.8% | $2,757-70.1% |
| Participant deferral / active EE | $2,059 | $3,287-37.4% | $4,323-52.4% | $4,300-52.1% |
| Admin fee / account holder | $2,908 | $4,752-38.8% | $7,360-60.5% | $6,925-58.0% |