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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 | $29,733+6.2% | $56,025-43.6% | $80,959-61.0% |
| Participation rate | 35.7% | 41.7%-6.0pp | 52.5%-16.8pp | 67.7%-32.0pp |
| Annual return | 9.40% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $95 | $672-85.9% | $1,042-90.9% | $2,757-96.6% |
| Participant deferral / active EE | $950 | $1,229-22.8% | $1,955-51.4% | $4,300-77.9% |
| Admin fee / account holder | $4,260 | $2,434+75.0% | $2,828+50.6% | $6,925-38.5% |