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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 | $20,841 | $61,815-66.3% | $97,295-78.6% | $80,959-74.3% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.7%-7.7pp |
| Annual return | 8.74% | -558.73%+567.5pp | 75.62%-66.9pp | 35.67%-26.9pp |
| Employer contribution / active EE | $737 | $1,836-59.9% | $2,723-73.0% | $2,757-73.3% |
| Participant deferral / active EE | $1,294 | $3,027-57.2% | $4,264-69.6% | $4,300-69.9% |
| Admin fee / account holder | $1,937 | $5,166-62.5% | $5,646-65.7% | $6,925-72.0% |