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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 | $24,143 | $91,167-73.5% | $178,498-86.5% | $79,858-69.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 0.22% | 24.19%-24.0pp | 151.09%-150.9pp | 31.72%-31.5pp |
| Employer contribution / active EE | $1,111 | $3,255-65.9% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $2,704 | $3,236-16.4% | $5,202-48.0% | $3,740-27.7% |
| Admin fee / account holder | $562 | $6,747-91.7% | $13,985-96.0% | $5,306-89.4% |