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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 | $30,917 | $29,716+4.0% | $56,077-44.9% | $80,925-61.8% |
| Participation rate | 29.7% | 41.7%-12.0pp | 52.5%-22.8pp | 67.7%-37.9pp |
| Annual return | 9.41% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $468 | $671-30.2% | $1,040-55.0% | $2,756-83.0% |
| Participant deferral / active EE | $1,258 | $1,228+2.4% | $1,954-35.6% | $4,299-70.7% |
| Admin fee / account holder | $1,180 | $2,432-51.5% | $2,825-58.2% | $6,940-83.0% |