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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 | $16,295 | $97,125-83.2% | $86,233-81.1% | $137,256-88.1% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.0%-0.8pp | 80.0%-11.8pp |
| Annual return | 6.95% | 74.19%-67.2pp | 61.39%-54.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $687 | $2,841-75.8% | $2,504-72.6% | $4,156-83.5% |
| Participant deferral / active EE | $2,734 | $5,180-47.2% | $4,559-40.0% | $6,407-57.3% |
| Admin fee / account holder | $1,099 | $9,725-88.7% | $8,342-86.8% | $12,270-91.0% |