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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 | $3,344 | $24,891-86.6% | $69,623-95.2% | $74,459-95.5% |
| Participation rate | 63.2% | 63.4%-0.2pp | 66.4%-3.2pp | 67.2%-4.0pp |
| Annual return | 10.66% | 18.53%-7.9pp | 101.23%-90.6pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $539 | $1,005-46.4% | $1,709-68.4% | $2,626-79.5% |
| Participant deferral / active EE | $1,452 | $1,908-23.9% | $2,890-49.8% | $4,350-66.6% |
| Admin fee / account holder | $1,029 | $1,904-46.0% | $4,696-78.1% | $1,945-47.1% |