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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 | $32,665 | $45,126-27.6% | $85,187-61.7% | $74,459-56.1% |
| Participation rate | 34.0% | 49.4%-15.3pp | 67.5%-33.5pp | 67.2%-33.2pp |
| Annual return | 10.91% | 26.30%-15.4pp | 66.67%-55.8pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $746 | $1,460-48.9% | $2,732-72.7% | $2,626-71.6% |
| Participant deferral / active EE | $630 | $2,738-77.0% | $4,525-86.1% | $4,350-85.5% |
| Admin fee / account holder | $1,112 | $2,212-49.7% | $6,162-82.0% | $1,945-42.8% |