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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 | $35,606 | $45,126-21.1% | $85,187-58.2% | $74,459-52.2% |
| Participation rate | 38.4% | 49.4%-11.0pp | 67.5%-29.1pp | 67.2%-28.8pp |
| Annual return | 10.31% | 26.30%-16.0pp | 66.67%-56.4pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $1,931 | $1,460+32.3% | $2,732-29.3% | $2,626-26.5% |
| Participant deferral / active EE | $1,942 | $2,738-29.1% | $4,525-57.1% | $4,350-55.4% |
| Admin fee / account holder | $6,668 | $2,212+201.5% | $6,162+8.2% | $1,945+242.8% |