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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 | $30,368 | $47,479-36.0% | $62,929-51.7% | $82,448-63.2% |
| Participation rate | 20.0% | 66.9%-46.9pp | 73.1%-53.1pp | 68.1%-48.1pp |
| Annual return | 8.68% | 20.34%-11.7pp | 1063.93%-1055.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $668 | $1,885-64.6% | $2,505-73.3% | $2,551-73.8% |
| Participant deferral / active EE | $2,196 | $2,870-23.5% | $3,888-43.5% | $4,139-47.0% |
| Admin fee / account holder | $5,872 | $3,804+54.4% | $5,065+15.9% | $7,234-18.8% |