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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 | $15,025 | $27,800-46.0% | $58,561-74.3% | $71,511-79.0% |
| Participation rate | 24.6% | 34.6%-10.0pp | 50.9%-26.3pp | 67.9%-43.3pp |
| Annual return | 13.66% | 26.80%-13.1pp | 4251.33%-4237.7pp | 28.86%-15.2pp |
| Employer contribution / active EE | $465 | $632-26.4% | $1,053-55.8% | $2,589-82.0% |
| Participant deferral / active EE | $810 | $1,208-32.9% | $1,923-57.9% | $4,291-81.1% |
| Admin fee / account holder | $4,851 | $1,637+196.3% | $2,520+92.5% | $1,588+205.4% |