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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 | $25,874 | $91,179-71.6% | $178,499-85.5% | $79,852-67.6% |
| Participation rate | 55.2% | 69.2%-14.0pp | 81.9%-26.8pp | 69.6%-14.5pp |
| Annual return | 2.14% | 24.19%-22.0pp | 151.10%-149.0pp | 31.72%-29.6pp |
| Employer contribution / active EE | $659 | $3,256-79.8% | $5,011-86.9% | $2,471-73.3% |
| Participant deferral / active EE | $2,728 | $3,236-15.7% | $5,202-47.6% | $3,740-27.1% |
| Admin fee / account holder | $2,513 | $6,749-62.8% | $13,986-82.0% | $5,306-52.6% |