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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 | $32,277 | $91,536-64.7% | $130,062-75.2% | $75,177-57.1% |
| Participation rate | 28.6% | 71.5%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 12.34% | -631.62%+644.0pp | -137.37%+149.7pp | 160.75%-148.4pp |
| Employer contribution / active EE | $876 | $2,845-69.2% | $4,322-79.7% | $2,671-67.2% |
| Participant deferral / active EE | $3,511 | $4,343-19.1% | $5,821-39.7% | $4,126-14.9% |
| Admin fee / account holder | $739 | $6,780-89.1% | $10,601-93.0% | $5,651-86.9% |