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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 | $38,697 | $29,670+30.4% | $56,054-31.0% | $80,911-52.2% |
| Participation rate | 29.2% | 41.7%-12.5pp | 52.5%-23.3pp | 67.6%-38.5pp |
| Annual return | 9.53% | 35.24%-25.7pp | 1705.95%-1696.4pp | 35.63%-26.1pp |
| Employer contribution / active EE | $836 | $670+24.8% | $1,039-19.5% | $2,756-69.7% |
| Participant deferral / active EE | $2,084 | $1,227+69.9% | $1,952+6.8% | $4,297-51.5% |
| Admin fee / account holder | $1,597 | $2,431-34.3% | $2,822-43.4% | $6,935-77.0% |