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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 | $27,474 | $77,164-64.4% | $178,014-84.6% | $80,874-66.0% |
| Participation rate | 30.8% | 65.7%-34.9pp | 77.1%-46.3pp | 67.6%-36.9pp |
| Annual return | 10.67% | 18.09%-7.4pp | 294.80%-284.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $975 | $2,288-57.4% | $3,950-75.3% | $2,756-64.6% |
| Participant deferral / active EE | $2,064 | $4,408-53.2% | $6,276-67.1% | $4,297-52.0% |
| Admin fee / account holder | $11,983 | $7,164+67.3% | $10,362+15.6% | $6,935+72.8% |