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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 | $35,162 | $45,126-22.1% | $85,187-58.7% | $74,459-52.8% |
| Participation rate | 15.9% | 49.4%-33.4pp | 67.5%-51.6pp | 67.2%-51.3pp |
| Annual return | 10.58% | 26.30%-15.7pp | 66.67%-56.1pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $224 | $1,460-84.7% | $2,732-91.8% | $2,626-91.5% |
| Participant deferral / active EE | $1,156 | $2,738-57.8% | $4,525-74.4% | $4,350-73.4% |
| Admin fee / account holder | $2,227 | $2,212+0.7% | $6,162-63.9% | $1,945+14.5% |