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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 | $47,637 | $63,703-25.2% | $93,063-48.8% | $82,448-42.2% |
| Participation rate | 58.3% | 63.8%-5.5pp | 72.1%-13.8pp | 68.1%-9.7pp |
| Annual return | 10.18% | -775.43%+785.6pp | 34.15%-24.0pp | 41.64%-31.5pp |
| Employer contribution / active EE | $594 | $1,729-65.6% | $2,476-76.0% | $2,551-76.7% |
| Participant deferral / active EE | $1,450 | $2,919-50.3% | $3,958-63.4% | $4,139-65.0% |
| Admin fee / account holder | $1,479 | $5,982-75.3% | $6,033-75.5% | $7,234-79.6% |