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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 | $39,395 | $51,642-23.7% | $129,384-69.6% | $80,935-51.3% |
| Participation rate | 32.4% | 56.9%-24.5pp | 69.6%-37.2pp | 67.7%-35.2pp |
| Annual return | 10.56% | 20.78%-10.2pp | 9461.77%-9451.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $787 | $1,583-50.3% | $4,153-81.0% | $2,757-71.4% |
| Participant deferral / active EE | $1,474 | $2,670-44.8% | $4,166-64.6% | $4,299-65.7% |
| Admin fee / account holder | $6,627 | $4,312+53.7% | $7,686-13.8% | $6,924-4.3% |