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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 | $33,301 | $55,423-39.9% | $155,602-78.6% | $74,400-55.2% |
| Participation rate | 42.7% | 61.9%-19.2pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 10.76% | 269.07%-258.3pp | 64.81%-54.0pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $418 | $2,266-81.6% | $4,675-91.1% | $2,624-84.1% |
| Participant deferral / active EE | $1,746 | $2,835-38.4% | $5,629-69.0% | $4,348-59.8% |
| Admin fee / account holder | $3,080 | $1,744+76.6% | $15,923-80.7% | $1,944+58.5% |