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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 | $30,108 | $27,943+7.7% | $58,507-48.5% | $75,177-60.0% |
| Participation rate | 32.8% | 38.8%-6.1pp | 50.9%-18.1pp | 67.2%-34.4pp |
| Annual return | 13.19% | 44.22%-31.0pp | 4252.32%-4239.1pp | 160.75%-147.6pp |
| Employer contribution / active EE | $123 | $670-81.6% | $1,053-88.3% | $2,671-95.4% |
| Participant deferral / active EE | $1,235 | $1,202+2.8% | $1,922-35.8% | $4,126-70.1% |
| Admin fee / account holder | $872 | $1,727-49.5% | $2,486-64.9% | $5,651-84.6% |