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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 | $38,459 | $80,763-52.4% | $102,412-62.4% | $74,459-48.3% |
| Participation rate | 34.9% | 65.7%-30.8pp | 74.5%-39.6pp | 67.2%-32.3pp |
| Annual return | 11.05% | 27.57%-16.5pp | 24.94%-13.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $1,189 | $3,160-62.4% | $3,870-69.3% | $2,626-54.7% |
| Participant deferral / active EE | $2,008 | $3,862-48.0% | $5,060-60.3% | $4,350-53.8% |
| Admin fee / account holder | $6,052 | $2,371+155.2% | $8,388-27.8% | $1,945+211.2% |