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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 | $31,605 | $51,642-38.8% | $129,384-75.6% | $80,935-61.0% |
| Participation rate | 30.2% | 56.9%-26.7pp | 69.6%-39.4pp | 67.7%-37.4pp |
| Annual return | 10.88% | 20.78%-9.9pp | 9461.77%-9450.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $505 | $1,583-68.1% | $4,153-87.8% | $2,757-81.7% |
| Participant deferral / active EE | $2,021 | $2,670-24.3% | $4,166-51.5% | $4,299-53.0% |
| Admin fee / account holder | $1,483 | $4,312-65.6% | $7,686-80.7% | $6,924-78.6% |