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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 | $16,159 | $49,249-67.2% | $70,476-77.1% | $79,852-79.8% |
| Participation rate | 69.0% | 69.2%-0.1pp | 75.1%-6.0pp | 69.6%-0.6pp |
| Annual return | -1.38% | 30.09%-31.5pp | 109.12%-110.5pp | 31.72%-33.1pp |
| Employer contribution / active EE | $765 | $2,100-63.6% | $2,738-72.1% | $2,471-69.1% |
| Participant deferral / active EE | $903 | $2,769-67.4% | $3,710-75.7% | $3,740-75.9% |
| Admin fee / account holder | $855 | $2,878-70.3% | $3,847-77.8% | $5,306-83.9% |