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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 | $16,780 | $58,241-71.2% | $81,780-79.5% | $80,911-79.3% |
| Participation rate | 64.3% | 63.4%+0.8pp | 72.4%-8.1pp | 67.6%-3.4pp |
| Annual return | 10.03% | 41.73%-31.7pp | 776.27%-766.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $419 | $2,343-82.1% | $2,914-85.6% | $2,756-84.8% |
| Participant deferral / active EE | $2,321 | $3,283-29.3% | $4,321-46.3% | $4,297-46.0% |
| Admin fee / account holder | $3,339 | $4,973-32.9% | $7,384-54.8% | $6,935-51.8% |