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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 | $30,415 | $90,400-66.4% | $186,193-83.7% | $87,485-65.2% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.1%-43.8pp | 68.9%-35.6pp |
| Annual return | 10.19% | 22.15%-12.0pp | 78.03%-67.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,977 | $2,170-8.9% | $3,918-49.5% | $2,596-23.9% |
| Participant deferral / active EE | $3,271 | $4,330-24.4% | $6,513-49.8% | $4,274-23.5% |
| Admin fee / account holder | $38,251 | $8,673+341.0% | $11,058+245.9% | $7,775+392.0% |