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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 | $30,293 | $29,733+1.9% | $56,025-45.9% | $80,959-62.6% |
| Participation rate | 13.5% | 41.7%-28.3pp | 52.5%-39.0pp | 67.7%-54.2pp |
| Annual return | 1.88% | 35.28%-33.4pp | 1712.69%-1710.8pp | 35.67%-33.8pp |
| Employer contribution / active EE | $194 | $672-71.2% | $1,042-81.4% | $2,757-93.0% |
| Participant deferral / active EE | $1,282 | $1,229+4.3% | $1,955-34.4% | $4,300-70.2% |
| Admin fee / account holder | $1,888 | $2,434-22.4% | $2,828-33.2% | $6,925-72.7% |