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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 | $53,963 | $62,146-13.2% | $81,438-33.7% | $74,546-27.6% |
| Participation rate | 39.2% | 64.1%-24.9pp | 69.5%-30.3pp | 67.2%-28.0pp |
| Annual return | 9.51% | 16.49%-7.0pp | 24.74%-15.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $1,029 | $1,883-45.3% | $2,460-58.2% | $2,624-60.8% |
| Participant deferral / active EE | $1,786 | $3,229-44.7% | $3,883-54.0% | $4,347-58.9% |
| Admin fee / account holder | $14,702 | $1,922+664.9% | $5,764+155.1% | $1,944+656.4% |