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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 | $65,131 | $51,631+26.1% | $129,397-49.7% | $80,925-19.5% |
| Participation rate | 35.7% | 56.9%-21.2pp | 69.6%-33.9pp | 67.7%-31.9pp |
| Annual return | 9.45% | 20.77%-11.3pp | 9453.98%-9444.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $755 | $1,583-52.3% | $4,154-81.8% | $2,756-72.6% |
| Participant deferral / active EE | $1,352 | $2,670-49.4% | $4,167-67.6% | $4,299-68.6% |
| Admin fee / account holder | $32,440 | $4,309+652.8% | $7,679+322.5% | $6,940+367.4% |