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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 | $40,241 | $29,733+35.3% | $56,025-28.2% | $80,959-50.3% |
| Participation rate | 32.0% | 41.7%-9.7pp | 52.5%-20.5pp | 67.7%-35.7pp |
| Annual return | 9.27% | 35.28%-26.0pp | 1712.69%-1703.4pp | 35.67%-26.4pp |
| Employer contribution / active EE | $251 | $672-62.7% | $1,042-75.9% | $2,757-90.9% |
| Participant deferral / active EE | $557 | $1,229-54.7% | $1,955-71.5% | $4,300-87.1% |
| Admin fee / account holder | $1,046 | $2,434-57.0% | $2,828-63.0% | $6,925-84.9% |