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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 | $10,490 | $48,327-78.3% | $67,575-84.5% | $80,935-87.0% |
| Participation rate | 69.8% | 66.4%+3.4pp | 72.9%-3.1pp | 67.7%+2.2pp |
| Annual return | 10.80% | 18.31%-7.5pp | 3528.98%-3518.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $785 | $2,022-61.2% | $2,736-71.3% | $2,757-71.5% |
| Participant deferral / active EE | $1,502 | $2,927-48.7% | $4,003-62.5% | $4,299-65.1% |
| Admin fee / account holder | $1,260 | $3,692-65.9% | $3,993-68.4% | $6,924-81.8% |