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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 | $28,645 | $61,816-53.7% | $97,260-70.5% | $80,935-64.6% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.7%-47.7pp | 67.7%-42.7pp |
| Annual return | 8.89% | -558.73%+567.6pp | 75.54%-66.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $522 | $1,836-71.6% | $2,721-80.8% | $2,757-81.1% |
| Participant deferral / active EE | $1,335 | $3,027-55.9% | $4,262-68.7% | $4,299-68.9% |
| Admin fee / account holder | $427 | $5,166-91.7% | $5,640-92.4% | $6,924-93.8% |