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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 | $12,840 | $45,050-71.5% | $63,018-79.6% | $70,126-81.7% |
| Participation rate | 69.0% | 69.5%-0.5pp | 74.8%-5.8pp | 69.5%-0.6pp |
| Annual return | 5.22% | 18.76%-13.5pp | 87.62%-82.4pp | 73.15%-67.9pp |
| Employer contribution / active EE | $990 | $2,052-51.8% | $2,761-64.2% | $2,343-57.8% |
| Participant deferral / active EE | $2,243 | $2,466-9.0% | $3,330-32.6% | $3,332-32.7% |
| Admin fee / account holder | $507 | $2,834-82.1% | $3,601-85.9% | $4,645-89.1% |