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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 | $18,541 | $24,811-25.3% | $69,701-73.4% | $74,546-75.1% |
| Participation rate | 48.3% | 63.5%-15.2pp | 66.4%-18.2pp | 67.2%-18.9pp |
| Annual return | 7.30% | 18.53%-11.2pp | 100.32%-93.0pp | 1366.03%-1358.7pp |
| Employer contribution / active EE | $332 | $1,003-66.9% | $1,713-80.6% | $2,624-87.4% |
| Participant deferral / active EE | $1,625 | $1,904-14.7% | $2,887-43.7% | $4,347-62.6% |
| Admin fee / account holder | $8,034 | $1,898+323.3% | $4,717+70.3% | $1,944+313.4% |