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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 | $23,620 | $63,703-62.9% | $93,063-74.6% | $82,448-71.4% |
| Participation rate | 55.6% | 63.8%-8.3pp | 72.1%-16.6pp | 68.1%-12.5pp |
| Annual return | 12.94% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $757 | $1,729-56.2% | $2,476-69.4% | $2,551-70.3% |
| Participant deferral / active EE | $1,350 | $2,919-53.7% | $3,958-65.9% | $4,139-67.4% |
| Admin fee / account holder | $3,108 | $5,982-48.0% | $6,033-48.5% | $7,234-57.0% |