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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 | $64,705-58.4% | $62,929-57.2% | $67,986-60.4% |
| Participation rate | 69.0% | 65.6%+3.4pp | 73.1%-4.1pp | 57.2%+11.8pp |
| Annual return | 9.17% | 20.31%-11.1pp | 1063.93%-1054.8pp | 31.67%-22.5pp |
| Employer contribution / active EE | $858 | $2,376-63.9% | $2,505-65.7% | $2,019-57.5% |
| Participant deferral / active EE | $1,364 | $3,198-57.4% | $3,888-64.9% | $3,358-59.4% |
| Admin fee / account holder | $915 | $1,428-35.9% | $5,065-81.9% | $3,203-71.4% |