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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 | $34,963 | $29,667+17.9% | $56,441-38.1% | $80,874-56.8% |
| Participation rate | 19.3% | 41.7%-22.4pp | 52.5%-33.2pp | 67.6%-48.3pp |
| Annual return | 9.69% | 35.22%-25.5pp | 1704.21%-1694.5pp | 35.62%-25.9pp |
| Employer contribution / active EE | $580 | $669-13.4% | $1,039-44.2% | $2,756-79.0% |
| Participant deferral / active EE | $861 | $1,227-29.8% | $1,953-55.9% | $4,297-80.0% |
| Admin fee / account holder | $5,552 | $2,429+128.5% | $2,829+96.2% | $6,935-19.9% |