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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 | $33,115 | $55,472-40.3% | $155,567-78.7% | $74,546-55.6% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 9.85% | 268.72%-258.9pp | 64.74%-54.9pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $447 | $2,269-80.3% | $4,674-90.4% | $2,624-83.0% |
| Participant deferral / active EE | $1,845 | $2,838-35.0% | $5,628-67.2% | $4,347-57.6% |
| Admin fee / account holder | $6,106 | $1,743+250.4% | $15,916-61.6% | $1,944+214.2% |