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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 | $28,006 | $23,330+20.0% | $64,489-56.6% | $82,448-66.0% |
| Participation rate | 36.6% | 68.3%-31.7pp | 67.7%-31.1pp | 68.1%-31.4pp |
| Annual return | 14.01% | 83.66%-69.6pp | 55.03%-41.0pp | 41.64%-27.6pp |
| Employer contribution / active EE | $783 | $824-5.0% | $1,523-48.6% | $2,551-69.3% |
| Participant deferral / active EE | $988 | $1,707-42.1% | $2,778-64.4% | $4,139-76.1% |
| Admin fee / account holder | $4,560 | $2,946+54.8% | $4,260+7.0% | $7,234-37.0% |