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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 | $30,134 | $52,279-42.4% | $89,414-66.3% | $79,852-62.3% |
| Participation rate | 28.0% | 57.5%-29.5pp | 68.0%-40.0pp | 69.6%-41.6pp |
| Annual return | 10.88% | 22.16%-11.3pp | 245.50%-234.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $531 | $1,572-66.2% | $2,586-79.5% | $2,471-78.5% |
| Participant deferral / active EE | $970 | $2,740-64.6% | $3,890-75.1% | $3,740-74.1% |
| Admin fee / account holder | $13,317 | $3,356+296.8% | $4,883+172.7% | $5,306+151.0% |