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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 | $50,554-39.9% | $67,681-55.1% | $87,485-65.3% |
| Participation rate | 20.0% | 67.7%-47.7pp | 73.7%-53.7pp | 68.9%-48.9pp |
| Annual return | 8.68% | 17.81%-9.1pp | 590.58%-581.9pp | 26.06%-17.4pp |
| Employer contribution / active EE | $668 | $1,988-66.4% | $2,678-75.0% | $2,596-74.3% |
| Participant deferral / active EE | $2,196 | $2,961-25.9% | $3,976-44.8% | $4,274-48.6% |
| Admin fee / account holder | $5,872 | $4,132+42.1% | $6,100-3.7% | $7,775-24.5% |