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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 | $54,005 | $85,060-36.5% | $70,548-23.4% | $139,456-61.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 9.06% | 30.38%-21.3pp | 32.78%-23.7pp | 373.45%-364.4pp |
| Employer contribution / active EE | $715 | $3,911-81.7% | $2,975-76.0% | $4,753-84.9% |
| Participant deferral / active EE | $3,967 | $5,890-32.7% | $4,567-13.1% | $6,711-40.9% |
| Admin fee / account holder | $973 | $8,925-89.1% | $6,424-84.9% | $11,407-91.5% |