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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 | $35,572 | $27,943+27.3% | $58,507-39.2% | $75,177-52.7% |
| Participation rate | 34.2% | 38.8%-4.6pp | 50.9%-16.7pp | 67.2%-33.0pp |
| Annual return | 12.91% | 44.22%-31.3pp | 4252.32%-4239.4pp | 160.75%-147.8pp |
| Employer contribution / active EE | $461 | $670-31.1% | $1,053-56.2% | $2,671-82.7% |
| Participant deferral / active EE | $1,592 | $1,202+32.5% | $1,922-17.2% | $4,126-61.4% |
| Admin fee / account holder | $3,623 | $1,727+109.8% | $2,486+45.7% | $5,651-35.9% |