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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 | $44,299 | $45,119-1.8% | $85,126-48.0% | $74,429-40.5% |
| Participation rate | 12.9% | 49.4%-36.4pp | 67.5%-54.6pp | 67.2%-54.3pp |
| Annual return | 10.35% | 26.28%-15.9pp | 66.63%-56.3pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $466 | $1,460-68.1% | $2,731-83.0% | $2,625-82.3% |
| Participant deferral / active EE | $886 | $2,738-67.6% | $4,523-80.4% | $4,348-79.6% |
| Admin fee / account holder | $520 | $2,214-76.5% | $6,160-91.6% | $1,944-73.3% |