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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 | $24,854 | $63,703-61.0% | $93,063-73.3% | $82,448-69.9% |
| Participation rate | 38.6% | 63.8%-25.2pp | 72.1%-33.5pp | 68.1%-29.4pp |
| Annual return | 9.41% | -775.43%+784.8pp | 34.15%-24.7pp | 41.64%-32.2pp |
| Employer contribution / active EE | $853 | $1,729-50.7% | $2,476-65.6% | $2,551-66.6% |
| Participant deferral / active EE | $1,767 | $2,919-39.5% | $3,958-55.4% | $4,139-57.3% |
| Admin fee / account holder | $1,980 | $5,982-66.9% | $6,033-67.2% | $7,234-72.6% |