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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 | $15,683 | $47,944-67.3% | $67,834-76.9% | $62,881-75.1% |
| Participation rate | 67.4% | 61.1%+6.3pp | 68.8%-1.4pp | 69.3%-1.9pp |
| Annual return | 4.48% | 11.77%-7.3pp | 138.47%-134.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $598 | $1,562-61.7% | $2,403-75.1% | $2,281-73.8% |
| Participant deferral / active EE | $1,711 | $2,247-23.9% | $3,160-45.9% | $3,203-46.6% |
| Admin fee / account holder | $2,013 | $3,712-45.8% | $4,622-56.5% | $4,296-53.1% |