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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 | $19,109 | $77,638-75.4% | $156,551-87.8% | $62,881-69.6% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 4.25% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $393 | $3,444-88.6% | $5,501-92.9% | $2,281-82.8% |
| Participant deferral / active EE | $899 | $3,046-70.5% | $4,871-81.5% | $3,203-71.9% |
| Admin fee / account holder | $1,196 | $5,561-78.5% | $13,028-90.8% | $4,296-72.2% |