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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 | $45,123-32.1% | $85,240-64.0% | $74,478-58.8% |
| Participation rate | 41.0% | 49.4%-8.3pp | 67.5%-26.5pp | 67.2%-26.2pp |
| Annual return | 10.04% | 26.32%-16.3pp | 66.75%-56.7pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $922 | $1,459-36.8% | $2,735-66.3% | $2,626-64.9% |
| Participant deferral / active EE | $1,878 | $2,736-31.4% | $4,527-58.5% | $4,350-56.8% |
| Admin fee / account holder | $14,372 | $2,215+548.9% | $6,165+133.1% | $1,946+638.6% |