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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 | $26,625 | $57,590-53.8% | $86,233-69.1% | $82,448-67.7% |
| Participation rate | 20.8% | 57.9%-37.0pp | 69.0%-48.2pp | 68.1%-47.2pp |
| Annual return | 13.09% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.5pp |
| Employer contribution / active EE | $403 | $1,655-75.7% | $2,504-83.9% | $2,551-84.2% |
| Participant deferral / active EE | $947 | $3,080-69.3% | $4,559-79.2% | $4,139-77.1% |
| Admin fee / account holder | $26,676 | $4,730+463.9% | $8,342+219.8% | $7,234+268.7% |