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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 | $24,611 | $84,236-70.8% | $170,435-85.6% | $70,126-64.9% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 8.71% | 23.06%-14.4pp | 205.94%-197.2pp | 73.15%-64.4pp |
| Employer contribution / active EE | $833 | $3,387-75.4% | $5,432-84.7% | $2,343-64.4% |
| Participant deferral / active EE | $929 | $3,086-69.9% | $4,939-81.2% | $3,332-72.1% |
| Admin fee / account holder | $1,078 | $5,698-81.1% | $13,881-92.2% | $4,645-76.8% |