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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 | $50,036 | $61,816-19.1% | $97,260-48.6% | $80,935-38.2% |
| Participation rate | 25.8% | 63.5%-37.7pp | 72.7%-46.9pp | 67.7%-41.9pp |
| Annual return | 2.44% | -558.73%+561.2pp | 75.54%-73.1pp | 35.66%-33.2pp |
| Employer contribution / active EE | $635 | $1,836-65.4% | $2,721-76.7% | $2,757-77.0% |
| Participant deferral / active EE | $1,230 | $3,027-59.4% | $4,262-71.1% | $4,299-71.4% |
| Admin fee / account holder | $786 | $5,166-84.8% | $5,640-86.1% | $6,924-88.6% |