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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 | $14,340 | $80,812-82.3% | $160,784-91.1% | $82,448-82.6% |
| Participation rate | 69.8% | 66.2%+3.5pp | 77.0%-7.2pp | 68.1%+1.7pp |
| Annual return | 9.17% | 100.59%-91.4pp | 1803.92%-1794.7pp | 41.64%-32.5pp |
| Employer contribution / active EE | $782 | $2,174-64.0% | $3,733-79.0% | $2,551-69.3% |
| Participant deferral / active EE | $1,909 | $4,335-56.0% | $6,293-69.7% | $4,139-53.9% |
| Admin fee / account holder | $7,338 | $7,695-4.6% | $9,717-24.5% | $7,234+1.4% |