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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 | $62,166-13.2% | $81,353-33.7% | $74,459-27.5% |
| Participation rate | 39.2% | 64.1%-24.9pp | 69.5%-30.4pp | 67.2%-28.0pp |
| Annual return | 9.51% | 16.50%-7.0pp | 24.82%-15.3pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $1,029 | $1,881-45.3% | $2,464-58.2% | $2,626-60.8% |
| Participant deferral / active EE | $1,786 | $3,223-44.6% | $3,885-54.0% | $4,350-58.9% |
| Admin fee / account holder | $14,702 | $1,925+663.9% | $5,766+155.0% | $1,945+656.0% |