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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 | $29,733+4.0% | $56,025-44.8% | $80,959-61.8% |
| Participation rate | 29.7% | 41.7%-12.0pp | 52.5%-22.8pp | 67.7%-37.9pp |
| Annual return | 9.41% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $468 | $672-30.3% | $1,042-55.1% | $2,757-83.0% |
| Participant deferral / active EE | $1,258 | $1,229+2.3% | $1,955-35.7% | $4,300-70.8% |
| Admin fee / account holder | $1,180 | $2,434-51.5% | $2,828-58.3% | $6,925-83.0% |