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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 | $22,443 | $91,198-75.4% | $178,503-87.4% | $79,856-71.9% |
| Participation rate | 55.6% | 69.2%-13.7pp | 81.9%-26.4pp | 69.6%-14.1pp |
| Annual return | 1.54% | 24.20%-22.7pp | 151.12%-149.6pp | 31.71%-30.2pp |
| Employer contribution / active EE | $1,034 | $3,257-68.2% | $5,011-79.4% | $2,471-58.2% |
| Participant deferral / active EE | $1,128 | $3,237-65.1% | $5,202-78.3% | $3,741-69.8% |
| Admin fee / account holder | $863 | $6,748-87.2% | $13,987-93.8% | $5,306-83.7% |