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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 | $15,816 | $100,203-84.2% | $85,240-81.4% | $145,897-89.2% |
| Participation rate | 52.9% | 74.1%-21.2pp | 67.5%-14.6pp | 80.3%-27.4pp |
| Annual return | 1.86% | 84.28%-82.4pp | 66.75%-64.9pp | 552.29%-550.4pp |
| Employer contribution / active EE | $648 | $3,242-80.0% | $2,735-76.3% | $4,663-86.1% |
| Participant deferral / active EE | $3,289 | $5,299-37.9% | $4,527-27.4% | $6,689-50.8% |
| Admin fee / account holder | $1,501 | $7,265-79.3% | $6,165-75.7% | $13,390-88.8% |