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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 | $16,048 | $91,167-82.4% | $178,498-91.0% | $79,858-79.9% |
| Participation rate | 47.5% | 69.2%-21.7pp | 81.9%-34.4pp | 69.6%-22.1pp |
| Annual return | 4.83% | 24.19%-19.4pp | 151.09%-146.3pp | 31.72%-26.9pp |
| Employer contribution / active EE | $988 | $3,255-69.7% | $5,011-80.3% | $2,471-60.0% |
| Participant deferral / active EE | $1,874 | $3,236-42.1% | $5,202-64.0% | $3,740-49.9% |
| Admin fee / account holder | $1,682 | $6,747-75.1% | $13,985-88.0% | $5,306-68.3% |