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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 | $19,262 | $111,878-82.8% | $93,727-79.4% | $145,897-86.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 7.61% | 204.28%-196.7pp | 133.83%-126.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $724 | $3,092-76.6% | $2,421-70.1% | $4,663-84.5% |
| Participant deferral / active EE | $1,985 | $4,920-59.6% | $4,417-55.1% | $6,689-70.3% |
| Admin fee / account holder | $912 | $10,256-91.1% | $8,292-89.0% | $13,390-93.2% |