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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 | $49,268 | $42,546+15.8% | $71,796-31.4% | $55,167-10.7% |
| Participation rate | 39.8% | 59.1%-19.3pp | 69.1%-29.3pp | 69.0%-29.2pp |
| Annual return | 5.35% | 12.36%-7.0pp | 78.04%-72.7pp | 169.23%-163.9pp |
| Employer contribution / active EE | $333 | $803-58.5% | $1,924-82.7% | $1,963-83.0% |
| Participant deferral / active EE | $1,304 | $2,064-36.8% | $2,794-53.3% | $3,054-57.3% |
| Admin fee / account holder | $2,681 | $650+312.7% | $4,815-44.3% | $504+432.0% |