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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 | $38,295 | $29,670+29.1% | $56,054-31.7% | $80,911-52.7% |
| Participation rate | 35.1% | 41.7%-6.5pp | 52.5%-17.3pp | 67.6%-32.5pp |
| Annual return | 9.59% | 35.24%-25.6pp | 1705.95%-1696.4pp | 35.63%-26.0pp |
| Employer contribution / active EE | $805 | $670+20.2% | $1,039-22.5% | $2,756-70.8% |
| Participant deferral / active EE | $4,189 | $1,227+241.5% | $1,952+114.6% | $4,297-2.5% |
| Admin fee / account holder | $5,419 | $2,431+122.9% | $2,822+92.0% | $6,935-21.9% |