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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 | $29,716+1.9% | $56,077-46.0% | $80,925-62.6% |
| Participation rate | 13.5% | 41.7%-28.2pp | 52.5%-39.0pp | 67.7%-54.2pp |
| Annual return | 1.88% | 35.30%-33.4pp | 1709.28%-1707.4pp | 35.65%-33.8pp |
| Employer contribution / active EE | $194 | $671-71.1% | $1,040-81.4% | $2,756-93.0% |
| Participant deferral / active EE | $1,282 | $1,228+4.4% | $1,954-34.4% | $4,299-70.2% |
| Admin fee / account holder | $1,888 | $2,432-22.4% | $2,825-33.2% | $6,940-72.8% |