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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 | $55,456 | $29,733+86.5% | $56,025-1.0% | $80,959-31.5% |
| Participation rate | 29.8% | 41.7%-11.9pp | 52.5%-22.7pp | 67.7%-37.9pp |
| Annual return | 10.37% | 35.28%-24.9pp | 1712.69%-1702.3pp | 35.67%-25.3pp |
| Employer contribution / active EE | $369 | $672-45.1% | $1,042-64.6% | $2,757-86.6% |
| Participant deferral / active EE | $554 | $1,229-54.9% | $1,955-71.6% | $4,300-87.1% |
| Admin fee / account holder | $3,833 | $2,434+57.5% | $2,828+35.5% | $6,925-44.6% |