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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 | $29,205 | $58,888-50.4% | $178,499-83.6% | $73,493-60.3% |
| Participation rate | 33.9% | 66.2%-32.3pp | 81.9%-48.0pp | 70.7%-36.7pp |
| Annual return | 9.31% | 24.86%-15.5pp | 151.10%-141.8pp | 28.51%-19.2pp |
| Employer contribution / active EE | $931 | $2,236-58.4% | $5,011-81.4% | $2,270-59.0% |
| Participant deferral / active EE | $2,238 | $2,568-12.8% | $5,202-57.0% | $3,740-40.2% |
| Admin fee / account holder | $5,004 | $400+1149.9% | $13,986-64.2% | $513+875.2% |