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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 | $38,697 | $29,733+30.1% | $56,025-30.9% | $80,959-52.2% |
| Participation rate | 29.2% | 41.7%-12.6pp | 52.5%-23.3pp | 67.7%-38.5pp |
| Annual return | 9.53% | 35.28%-25.8pp | 1712.69%-1703.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $836 | $672+24.5% | $1,042-19.7% | $2,757-69.7% |
| Participant deferral / active EE | $2,084 | $1,229+69.5% | $1,955+6.6% | $4,300-51.5% |
| Admin fee / account holder | $1,597 | $2,434-34.4% | $2,828-43.5% | $6,925-76.9% |