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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 | $32,753 | $91,179-64.1% | $178,499-81.7% | $79,852-59.0% |
| Participation rate | 65.2% | 69.2%-4.0pp | 81.9%-16.7pp | 69.6%-4.4pp |
| Annual return | 8.28% | 24.19%-15.9pp | 151.10%-142.8pp | 31.72%-23.4pp |
| Employer contribution / active EE | $669 | $3,256-79.5% | $5,011-86.7% | $2,471-72.9% |
| Participant deferral / active EE | $1,543 | $3,236-52.3% | $5,202-70.3% | $3,740-58.8% |
| Admin fee / account holder | $734 | $6,749-89.1% | $13,986-94.8% | $5,306-86.2% |