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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 | $33,926 | $51,638-34.3% | $68,368-50.4% | $82,448-58.9% |
| Participation rate | 58.8% | 63.6%-4.8pp | 73.8%-14.9pp | 68.1%-9.2pp |
| Annual return | 7.18% | 37.53%-30.4pp | 292.57%-285.4pp | 41.64%-34.5pp |
| Employer contribution / active EE | $379 | $2,047-81.5% | $2,649-85.7% | $2,551-85.1% |
| Participant deferral / active EE | $2,747 | $2,914-5.7% | $4,123-33.4% | $4,139-33.6% |
| Admin fee / account holder | $14,283 | $4,643+207.6% | $5,150+177.3% | $7,234+97.4% |