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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 | $29,529 | $67,823-56.5% | $52,425-43.7% | $137,256-78.5% |
| Participation rate | 64.3% | 63.9%+0.4pp | 55.6%+8.7pp | 80.0%-15.7pp |
| Annual return | 0.86% | 219.11%-218.2pp | 302.12%-301.3pp | 220.34%-219.5pp |
| Employer contribution / active EE | $630 | $1,163-45.8% | $914-31.0% | $4,156-84.8% |
| Participant deferral / active EE | $2,329 | $2,288+1.8% | $1,790+30.1% | $6,407-63.7% |
| Admin fee / account holder | $1,698 | $2,844-40.3% | $2,495-31.9% | $12,270-86.2% |