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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 | $32,494 | $48,337-32.8% | $67,560-51.9% | $80,959-59.9% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.7%-33.2pp |
| Annual return | 4.95% | 18.26%-13.3pp | 3533.50%-3528.5pp | 35.67%-30.7pp |
| Employer contribution / active EE | $927 | $2,023-54.2% | $2,737-66.1% | $2,757-66.4% |
| Participant deferral / active EE | $1,377 | $2,928-53.0% | $4,004-65.6% | $4,300-68.0% |
| Admin fee / account holder | $1,717 | $3,695-53.5% | $3,994-57.0% | $6,925-75.2% |