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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 | $24,295 | $85,024-71.4% | $70,544-65.6% | $139,466-82.6% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 8.67% | 30.39%-21.7pp | 32.79%-24.1pp | 373.66%-365.0pp |
| Employer contribution / active EE | $1,554 | $3,912-60.3% | $2,976-47.8% | $4,754-67.3% |
| Participant deferral / active EE | $2,190 | $5,891-62.8% | $4,568-52.1% | $6,712-67.4% |
| Admin fee / account holder | $40,269 | $8,928+351.0% | $6,427+526.6% | $11,409+253.0% |