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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 | $34,377 | $59,839-42.6% | $81,988-58.1% | $79,858-57.0% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.3%-44.3pp | 69.6%-44.6pp |
| Annual return | 7.65% | 17.56%-9.9pp | 41.31%-33.7pp | 31.72%-24.1pp |
| Employer contribution / active EE | $493 | $1,713-71.2% | $2,498-80.3% | $2,471-80.1% |
| Participant deferral / active EE | $1,530 | $2,695-43.2% | $3,722-58.9% | $3,740-59.1% |
| Admin fee / account holder | $25,417 | $4,287+492.9% | $5,665+348.7% | $5,306+379.0% |