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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 | $25,440 | $77,908-67.3% | $149,696-83.0% | $75,173-66.2% |
| Participation rate | 26.8% | 65.6%-38.8pp | 78.8%-51.9pp | 67.2%-40.4pp |
| Annual return | 13.20% | 31.73%-18.5pp | 134.46%-121.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $591 | $3,138-81.2% | $4,821-87.7% | $2,671-77.9% |
| Participant deferral / active EE | $1,003 | $3,411-70.6% | $5,682-82.3% | $4,126-75.7% |
| Admin fee / account holder | $6,253 | $5,950+5.1% | $13,212-52.7% | $5,651+10.7% |