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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 | $32,586 | $27,936+16.6% | $58,561-44.4% | $75,173-56.7% |
| Participation rate | 48.6% | 38.8%+9.7pp | 50.9%-2.3pp | 67.2%-18.6pp |
| Annual return | 11.73% | 44.21%-32.5pp | 4251.33%-4239.6pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $736 | $1,202-38.7% | $1,923-61.7% | $4,126-82.2% |
| Admin fee / account holder | $1,802 | $1,727+4.4% | $2,520-28.5% | $5,651-68.1% |