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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 | $45,168 | $61,815-26.9% | $97,295-53.6% | $80,959-44.2% |
| Participation rate | 37.5% | 63.5%-26.0pp | 72.7%-35.2pp | 67.7%-30.2pp |
| Annual return | 9.10% | -558.73%+567.8pp | 75.62%-66.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $865 | $1,836-52.9% | $2,723-68.2% | $2,757-68.6% |
| Participant deferral / active EE | $1,601 | $3,027-47.1% | $4,264-62.5% | $4,300-62.8% |
| Admin fee / account holder | $2,597 | $5,166-49.7% | $5,646-54.0% | $6,925-62.5% |