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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 | $24,419 | $102,938-76.3% | $94,105-74.1% | $138,895-82.4% |
| Participation rate | 45.0% | 74.6%-29.6pp | 71.9%-26.9pp | 79.9%-34.9pp |
| Annual return | 6.46% | 250.28%-243.8pp | 204.55%-198.1pp | 145.39%-138.9pp |
| Employer contribution / active EE | $561 | $2,732-79.5% | $2,504-77.6% | $4,194-86.6% |
| Participant deferral / active EE | $1,032 | $4,196-75.4% | $3,881-73.4% | $6,396-83.9% |
| Admin fee / account holder | $65,991 | $6,600+899.9% | $6,199+964.5% | $12,562+425.3% |