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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 | $32,531 | $53,128-38.8% | $86,582-62.4% | $70,126-53.6% |
| Participation rate | 28.8% | 65.3%-36.5pp | 73.5%-44.8pp | 69.5%-40.8pp |
| Annual return | 7.41% | 27.66%-20.2pp | 965.08%-957.7pp | 73.15%-65.7pp |
| Employer contribution / active EE | $731 | $2,068-64.7% | $2,839-74.3% | $2,343-68.8% |
| Participant deferral / active EE | $951 | $2,695-64.7% | $3,609-73.6% | $3,332-71.4% |
| Admin fee / account holder | $4,151 | $3,584+15.8% | $4,904-15.3% | $4,645-10.6% |