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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 | $30,189 | $39,162-22.9% | $100,671-70.0% | $59,633-49.4% |
| Participation rate | 34.1% | 55.9%-21.8pp | 70.7%-36.6pp | 68.7%-34.6pp |
| Annual return | -3.27% | 21.07%-24.3pp | 20.43%-23.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $348 | $1,151-69.7% | $4,012-91.3% | $2,203-84.2% |
| Participant deferral / active EE | $792 | $1,992-60.3% | $3,144-74.8% | $3,192-75.2% |
| Admin fee / account holder | $2,806 | $2,969-5.5% | $4,850-42.1% | $4,297-34.7% |