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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 | $32,600 | $27,936+16.7% | $58,561-44.3% | $75,173-56.6% |
| Participation rate | 21.3% | 38.8%-17.6pp | 50.9%-29.6pp | 67.2%-45.9pp |
| Annual return | 14.69% | 44.21%-29.5pp | 4251.33%-4236.6pp | 160.72%-146.0pp |
| Employer contribution / active EE | $382 | $670-42.9% | $1,053-63.7% | $2,671-85.7% |
| Participant deferral / active EE | $910 | $1,202-24.3% | $1,923-52.7% | $4,126-77.9% |
| Admin fee / account holder | $2,420 | $1,727+40.2% | $2,520-4.0% | $5,651-57.2% |