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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 | $37,490 | $47,479-21.0% | $62,929-40.4% | $82,448-54.5% |
| Participation rate | 55.8% | 66.9%-11.1pp | 73.1%-17.3pp | 68.1%-12.3pp |
| Annual return | 8.56% | 20.34%-11.8pp | 1063.93%-1055.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $796 | $1,885-57.8% | $2,505-68.2% | $2,551-68.8% |
| Participant deferral / active EE | $1,969 | $2,870-31.4% | $3,888-49.4% | $4,139-52.4% |
| Admin fee / account holder | $14,977 | $3,804+293.7% | $5,065+195.7% | $7,234+107.0% |