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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 | $36,384 | $34,316+6.0% | $74,722-51.3% | $72,975-50.1% |
| Participation rate | 26.5% | 42.4%-15.9pp | 54.5%-28.0pp | 69.5%-43.0pp |
| Annual return | 10.67% | 26.58%-15.9pp | 753.11%-742.4pp | 81.01%-70.3pp |
| Employer contribution / active EE | $965 | $692+39.5% | $1,084-11.0% | $2,440-60.4% |
| Participant deferral / active EE | $1,216 | $1,272-4.4% | $1,963-38.1% | $3,608-66.3% |
| Admin fee / account holder | $1,738 | $2,125-18.2% | $3,335-47.9% | $5,124-66.1% |