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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 | $28,250 | $70,002-59.6% | $115,038-75.4% | $52,331-46.0% |
| Participation rate | 55.4% | 72.1%-16.7pp | 81.4%-26.0pp | 68.1%-12.7pp |
| Annual return | -13.69% | 4.04%-17.7pp | 26.14%-39.8pp | 4.54%-18.2pp |
| Employer contribution / active EE | $1,164 | $2,715-57.1% | $4,608-74.7% | $1,882-38.1% |
| Participant deferral / active EE | $2,535 | $4,920-48.5% | $6,026-57.9% | $3,022-16.1% |
| Admin fee / account holder | $3,631 | $566+541.6% | $8,175-55.6% | $592+513.8% |