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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 | $36,500 | $29,733+22.8% | $56,025-34.9% | $80,959-54.9% |
| Participation rate | 44.7% | 41.7%+3.0pp | 52.5%-7.8pp | 67.7%-22.9pp |
| Annual return | 9.53% | 35.28%-25.8pp | 1712.69%-1703.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $739 | $1,229-39.9% | $1,955-62.2% | $4,300-82.8% |
| Admin fee / account holder | $410 | $2,434-83.1% | $2,828-85.5% | $6,925-94.1% |