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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 | $60,442-55.9% | $96,754-72.5% | $87,485-69.6% |
| Participation rate | 20.8% | 58.7%-37.9pp | 70.3%-49.4pp | 68.9%-48.1pp |
| Annual return | 13.09% | 21.97%-8.9pp | 82.04%-68.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $403 | $1,691-76.2% | $2,679-85.0% | $2,596-84.5% |
| Participant deferral / active EE | $947 | $3,280-71.1% | $4,758-80.1% | $4,274-77.8% |
| Admin fee / account holder | $26,676 | $5,069+426.2% | $8,905+199.6% | $7,775+243.1% |