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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 | $17,864 | $91,198-80.4% | $178,503-90.0% | $79,856-77.6% |
| Participation rate | 25.6% | 69.2%-43.6pp | 81.9%-56.3pp | 69.6%-44.1pp |
| Annual return | 8.10% | 24.20%-16.1pp | 151.12%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $527 | $3,257-83.8% | $5,011-89.5% | $2,471-78.7% |
| Participant deferral / active EE | $1,092 | $3,237-66.3% | $5,202-79.0% | $3,741-70.8% |
| Admin fee / account holder | $2,391 | $6,748-64.6% | $13,987-82.9% | $5,306-54.9% |