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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 | $25,647 | $57,061-55.1% | $85,063-69.8% | $80,911-68.3% |
| Participation rate | 44.1% | 56.3%-12.2pp | 67.5%-23.4pp | 67.6%-23.5pp |
| Annual return | 5.17% | 21.66%-16.5pp | 66.54%-61.4pp | 35.63%-30.5pp |
| Employer contribution / active EE | $1,506 | $1,799-16.3% | $2,727-44.8% | $2,756-45.4% |
| Participant deferral / active EE | $2,761 | $3,110-11.2% | $4,523-39.0% | $4,297-35.8% |
| Admin fee / account holder | $58,400 | $4,986+1071.2% | $6,155+848.8% | $6,935+742.2% |