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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 | $29,987 | $51,638-41.9% | $68,368-56.1% | $82,448-63.6% |
| Participation rate | 40.0% | 63.6%-23.6pp | 73.8%-33.8pp | 68.1%-28.1pp |
| Annual return | 8.53% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $367 | $2,047-82.1% | $2,649-86.2% | $2,551-85.6% |
| Participant deferral / active EE | $1,387 | $2,914-52.4% | $4,123-66.4% | $4,139-66.5% |
| Admin fee / account holder | $12,609 | $4,643+171.5% | $5,150+144.8% | $7,234+74.3% |