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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 | $26,721 | $52,279-48.9% | $89,400-70.1% | $79,858-66.5% |
| Participation rate | 36.0% | 57.5%-21.5pp | 68.0%-32.0pp | 69.6%-33.6pp |
| Annual return | 10.05% | 22.16%-12.1pp | 245.64%-235.6pp | 31.72%-21.7pp |
| Employer contribution / active EE | $727 | $1,572-53.7% | $2,586-71.9% | $2,471-70.6% |
| Participant deferral / active EE | $2,258 | $2,740-17.6% | $3,890-42.0% | $3,740-39.6% |
| Admin fee / account holder | $7,928 | $3,356+136.2% | $4,882+62.4% | $5,306+49.4% |