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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 | $33,386 | $28,624+16.6% | $53,647-37.8% | $82,637-59.6% |
| Participation rate | 27.9% | 47.3%-19.4pp | 56.3%-28.4pp | 68.1%-40.1pp |
| Annual return | 14.43% | 664.98%-650.5pp | 358.33%-343.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $426 | $637-33.1% | $962-55.7% | $2,552-83.3% |
| Participant deferral / active EE | $761 | $1,196-36.4% | $1,813-58.0% | $4,126-81.6% |
| Admin fee / account holder | $614 | $2,022-69.6% | $2,460-75.0% | $7,339-91.6% |