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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 | $29,261 | $63,703-54.1% | $93,063-68.6% | $82,448-64.5% |
| Participation rate | 36.2% | 63.8%-27.6pp | 72.1%-35.9pp | 68.1%-31.8pp |
| Annual return | 11.28% | -775.43%+786.7pp | 34.15%-22.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $778 | $1,729-55.0% | $2,476-68.6% | $2,551-69.5% |
| Participant deferral / active EE | $1,616 | $2,919-44.6% | $3,958-59.2% | $4,139-61.0% |
| Admin fee / account holder | $2,868 | $5,982-52.1% | $6,033-52.5% | $7,234-60.4% |