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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 | $26,935 | $65,084-58.6% | $67,681-60.2% | $64,340-58.1% |
| Participation rate | 69.0% | 66.7%+2.2pp | 73.7%-4.8pp | 55.2%+13.7pp |
| Annual return | 9.17% | 20.50%-11.3pp | 590.58%-581.4pp | 24.14%-15.0pp |
| Employer contribution / active EE | $858 | $2,398-64.2% | $2,678-68.0% | $1,862-53.9% |
| Participant deferral / active EE | $1,364 | $3,210-57.5% | $3,976-65.7% | $2,980-54.2% |
| Admin fee / account holder | $915 | $1,415-35.3% | $6,100-85.0% | $3,703-75.3% |