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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 | $38,766 | $51,638-24.9% | $129,406-70.0% | $80,959-52.1% |
| Participation rate | 31.8% | 56.9%-25.1pp | 69.6%-37.8pp | 67.7%-35.8pp |
| Annual return | 10.07% | 20.78%-10.7pp | 9468.18%-9458.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $443 | $1,584-72.0% | $4,155-89.3% | $2,757-83.9% |
| Participant deferral / active EE | $776 | $2,670-70.9% | $4,167-81.4% | $4,300-81.9% |
| Admin fee / account holder | $1,428 | $4,313-66.9% | $7,689-81.4% | $6,925-79.4% |