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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 | $30,655 | $44,984-31.9% | $85,009-63.9% | $74,546-58.9% |
| Participation rate | 41.0% | 49.4%-8.4pp | 67.5%-26.5pp | 67.2%-26.2pp |
| Annual return | 10.04% | 26.25%-16.2pp | 66.47%-56.4pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $922 | $1,458-36.8% | $2,728-66.2% | $2,624-64.9% |
| Participant deferral / active EE | $1,878 | $2,733-31.3% | $4,522-58.5% | $4,347-56.8% |
| Admin fee / account holder | $14,372 | $2,208+550.9% | $6,153+133.6% | $1,944+639.4% |