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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 | $21,333 | $61,815-65.5% | $97,295-78.1% | $80,959-73.6% |
| Participation rate | 26.5% | 63.5%-36.9pp | 72.7%-46.1pp | 67.7%-41.1pp |
| Annual return | 6.92% | -558.73%+565.7pp | 75.62%-68.7pp | 35.67%-28.7pp |
| Employer contribution / active EE | $797 | $1,836-56.6% | $2,723-70.7% | $2,757-71.1% |
| Participant deferral / active EE | $1,385 | $3,027-54.2% | $4,264-67.5% | $4,300-67.8% |
| Admin fee / account holder | $2,045 | $5,166-60.4% | $5,646-63.8% | $6,925-70.5% |