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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 | $30,455 | $58,234-47.7% | $81,783-62.8% | $80,874-62.3% |
| Participation rate | 59.2% | 63.4%-4.3pp | 72.4%-13.2pp | 67.6%-8.5pp |
| Annual return | 8.52% | 41.70%-33.2pp | 775.05%-766.5pp | 35.62%-27.1pp |
| Employer contribution / active EE | $893 | $2,341-61.9% | $2,913-69.3% | $2,756-67.6% |
| Participant deferral / active EE | $899 | $3,283-72.6% | $4,320-79.2% | $4,297-79.1% |
| Admin fee / account holder | $21,396 | $4,982+329.5% | $7,380+189.9% | $6,935+208.5% |