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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 | $30,810 | $48,327-36.2% | $67,575-54.4% | $80,935-61.9% |
| Participation rate | 27.8% | 66.4%-38.6pp | 72.9%-45.1pp | 67.7%-39.9pp |
| Annual return | 9.44% | 18.31%-8.9pp | 3528.98%-3519.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,219 | $2,022-39.7% | $2,736-55.4% | $2,757-55.8% |
| Participant deferral / active EE | $1,607 | $2,927-45.1% | $4,003-59.8% | $4,299-62.6% |
| Admin fee / account holder | $678 | $3,692-81.6% | $3,993-83.0% | $6,924-90.2% |