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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 | $15,882 | $110,410-85.6% | $102,437-84.5% | $145,897-89.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.15% | 24.85%-17.7pp | 24.95%-17.8pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,724 | $4,217-59.1% | $3,871-55.5% | $4,663-63.0% |
| Participant deferral / active EE | $3,257 | $5,622-42.1% | $5,060-35.6% | $6,689-51.3% |
| Admin fee / account holder | $740 | $9,745-92.4% | $8,388-91.2% | $13,390-94.5% |