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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 | $54,803 | $78,690-30.4% | $161,489-66.1% | $87,485-37.4% |
| Participation rate | 25.0% | 67.5%-42.5pp | 78.7%-53.7pp | 68.9%-43.9pp |
| Annual return | 11.49% | 32.74%-21.3pp | 89.72%-78.2pp | 26.06%-14.6pp |
| Employer contribution / active EE | $563 | $2,588-78.3% | $4,268-86.8% | $2,596-78.3% |
| Participant deferral / active EE | $1,785 | $3,311-46.1% | $5,630-68.3% | $4,274-58.2% |
| Admin fee / account holder | $3,656 | $6,724-45.6% | $16,006-77.2% | $7,775-53.0% |