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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 | $34,971 | $65,072-46.3% | $66,439-47.4% | $65,306-46.5% |
| Participation rate | 37.1% | 69.1%-31.9pp | 74.5%-37.4pp | 57.7%-20.5pp |
| Annual return | 8.03% | 21.50%-13.5pp | 757.66%-749.6pp | 21.94%-13.9pp |
| Employer contribution / active EE | $1,454 | $2,475-41.3% | $2,637-44.9% | $1,967-26.1% |
| Participant deferral / active EE | $1,835 | $3,234-43.3% | $3,876-52.7% | $2,959-38.0% |
| Admin fee / account holder | $2,104 | $1,323+59.0% | $6,173-65.9% | $3,480-39.5% |