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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 | $33,884 | $80,731-58.0% | $103,378-67.2% | $74,400-54.5% |
| Participation rate | 41.6% | 65.7%-24.1pp | 74.5%-32.9pp | 67.2%-25.6pp |
| Annual return | 9.45% | 27.56%-18.1pp | 24.91%-15.5pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $811 | $3,159-74.3% | $3,870-79.1% | $2,624-69.1% |
| Participant deferral / active EE | $1,837 | $3,862-52.4% | $5,058-63.7% | $4,348-57.8% |
| Admin fee / account holder | $2,001 | $2,369-15.5% | $8,401-76.2% | $1,944+3.0% |