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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 | $28,524 | $53,128-46.3% | $86,582-67.1% | $70,126-59.3% |
| Participation rate | 61.7% | 65.3%-3.6pp | 73.5%-11.8pp | 69.5%-7.8pp |
| Annual return | 8.70% | 27.66%-19.0pp | 965.08%-956.4pp | 73.15%-64.4pp |
| Employer contribution / active EE | $591 | $2,068-71.4% | $2,839-79.2% | $2,343-74.8% |
| Participant deferral / active EE | $1,224 | $2,695-54.6% | $3,609-66.1% | $3,332-63.3% |
| Admin fee / account holder | $1,012 | $3,584-71.8% | $4,904-79.4% | $4,645-78.2% |