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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 | $35,091 | $27,936+25.6% | $58,561-40.1% | $75,173-53.3% |
| Participation rate | 37.2% | 38.8%-1.6pp | 50.9%-13.7pp | 67.2%-30.0pp |
| Annual return | 11.29% | 44.21%-32.9pp | 4251.33%-4240.0pp | 160.72%-149.4pp |
| Employer contribution / active EE | $177 | $670-73.5% | $1,053-83.2% | $2,671-93.4% |
| Participant deferral / active EE | $1,206 | $1,202+0.3% | $1,923-37.3% | $4,126-70.8% |
| Admin fee / account holder | $1,809 | $1,727+4.8% | $2,520-28.2% | $5,651-68.0% |