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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 | $25,384 | $106,267-76.1% | $96,520-73.7% | $139,456-81.8% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.3%-55.6pp | 80.3%-61.6pp |
| Annual return | 9.64% | 38.45%-28.8pp | 35.72%-26.1pp | 373.45%-363.8pp |
| Employer contribution / active EE | $947 | $4,105-76.9% | $3,739-74.7% | $4,753-80.1% |
| Participant deferral / active EE | $1,686 | $5,454-69.1% | $4,879-65.4% | $6,711-74.9% |
| Admin fee / account holder | $32,748 | $7,882+315.5% | $6,733+386.4% | $11,407+187.1% |