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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 | $8,753 | $52,353-83.3% | $120,225-92.7% | $82,448-89.4% |
| Participation rate | 56.3% | 58.3%-2.1pp | 69.6%-13.3pp | 68.1%-11.8pp |
| Annual return | 12.11% | 61.85%-49.7pp | 439.23%-427.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $872 | $1,510-42.3% | $3,475-74.9% | $2,551-65.8% |
| Participant deferral / active EE | $1,708 | $2,627-35.0% | $3,999-57.3% | $4,139-58.7% |
| Admin fee / account holder | $1,854 | $4,363-57.5% | $5,696-67.5% | $7,234-74.4% |