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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 | $32,047 | $31,105+3.0% | $53,647-40.3% | $64,097-50.0% |
| Participation rate | 7.6% | 30.7%-23.1pp | 56.3%-48.7pp | 55.2%-47.6pp |
| Annual return | 13.86% | 22.54%-8.7pp | 358.33%-344.5pp | 34.64%-20.8pp |
| Employer contribution / active EE | $237 | $441-46.1% | $962-75.3% | $1,891-87.5% |
| Participant deferral / active EE | $385 | $896-57.0% | $1,813-78.8% | $3,080-87.5% |
| Admin fee / account holder | $597 | $2,195-72.8% | $2,460-75.7% | $3,454-82.7% |