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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 | $31,578 | $29,716+6.3% | $56,077-43.7% | $80,925-61.0% |
| Participation rate | 35.7% | 41.7%-6.0pp | 52.5%-16.8pp | 67.7%-31.9pp |
| Annual return | 9.40% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.3pp |
| Employer contribution / active EE | $95 | $671-85.8% | $1,040-90.9% | $2,756-96.6% |
| Participant deferral / active EE | $950 | $1,228-22.7% | $1,954-51.4% | $4,299-77.9% |
| Admin fee / account holder | $4,260 | $2,432+75.1% | $2,825+50.8% | $6,940-38.6% |