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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 | $55,457-45.2% | $77,361-60.7% | $94,015-67.7% |
| Participation rate | 20.0% | 69.8%-49.8pp | 75.0%-55.0pp | 70.8%-50.8pp |
| Annual return | 8.68% | 15.57%-6.9pp | 1011.54%-1002.9pp | 17.84%-9.2pp |
| Employer contribution / active EE | $668 | $2,255-70.4% | $2,990-77.6% | $2,790-76.0% |
| Participant deferral / active EE | $2,196 | $3,069-28.5% | $3,911-43.9% | $4,249-48.3% |
| Admin fee / account holder | $5,872 | $4,334+35.5% | $5,894-0.4% | $8,951-34.4% |