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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 | $61,125-44.5% | $94,057-63.9% | $87,485-61.2% |
| Participation rate | 58.8% | 64.1%-5.2pp | 73.3%-14.5pp | 68.9%-10.1pp |
| Annual return | 7.18% | 35.20%-28.0pp | 480.62%-473.4pp | 26.06%-18.9pp |
| Employer contribution / active EE | $379 | $2,136-82.3% | $2,933-87.1% | $2,596-85.4% |
| Participant deferral / active EE | $2,747 | $3,260-15.7% | $4,709-41.7% | $4,274-35.7% |
| Admin fee / account holder | $14,283 | $5,629+153.8% | $7,244+97.2% | $7,775+83.7% |