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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 | $24,891-25.5% | $69,611-73.4% | $74,429-75.1% |
| Participation rate | 48.3% | 63.4%-15.2pp | 66.4%-18.2pp | 67.2%-18.9pp |
| Annual return | 7.30% | 18.53%-11.2pp | 101.14%-93.8pp | 1368.38%-1361.1pp |
| Employer contribution / active EE | $332 | $1,005-67.0% | $1,709-80.6% | $2,625-87.4% |
| Participant deferral / active EE | $1,625 | $1,908-14.9% | $2,891-43.8% | $4,348-62.6% |
| Admin fee / account holder | $8,034 | $1,904+321.9% | $4,696+71.1% | $1,944+313.2% |