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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 | $34,126 | $58,911-42.1% | $129,384-73.6% | $77,736-56.1% |
| Participation rate | 20.4% | 59.4%-39.0pp | 69.6%-49.2pp | 70.6%-50.2pp |
| Annual return | 11.38% | 24.75%-13.4pp | 9461.77%-9450.4pp | 31.26%-19.9pp |
| Employer contribution / active EE | $703 | $1,955-64.1% | $4,153-83.1% | $2,728-74.2% |
| Participant deferral / active EE | $1,236 | $3,220-61.6% | $4,166-70.3% | $4,651-73.4% |
| Admin fee / account holder | $4,527 | $592+665.3% | $7,686-41.1% | $433+944.8% |