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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 | $19,170 | $52,279-63.3% | $89,435-78.6% | $79,856-76.0% |
| Participation rate | 55.8% | 57.5%-1.8pp | 68.0%-12.2pp | 69.6%-13.9pp |
| Annual return | 9.42% | 22.16%-12.7pp | 245.55%-236.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $832 | $1,572-47.1% | $2,587-67.8% | $2,471-66.3% |
| Participant deferral / active EE | $2,472 | $2,740-9.8% | $3,890-36.5% | $3,741-33.9% |
| Admin fee / account holder | $2,000 | $3,356-40.4% | $4,884-59.1% | $5,306-62.3% |