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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 | $16,471 | $58,311-71.8% | $81,882-79.9% | $80,959-79.7% |
| Participation rate | 68.9% | 63.5%+5.4pp | 72.4%-3.5pp | 67.7%+1.2pp |
| Annual return | 9.78% | 41.85%-32.1pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,289 | $2,347-45.0% | $2,916-55.8% | $2,757-53.2% |
| Participant deferral / active EE | $978 | $3,287-70.2% | $4,323-77.4% | $4,300-77.2% |
| Admin fee / account holder | $1,562 | $4,752-67.1% | $7,360-78.8% | $6,925-77.4% |