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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 | $53,377 | $49,896+7.0% | $80,627-33.8% | $75,173-29.0% |
| Participation rate | 28.2% | 55.3%-27.1pp | 67.0%-38.8pp | 67.2%-39.0pp |
| Annual return | 5.71% | 34.67%-29.0pp | 936.76%-931.1pp | 160.72%-155.0pp |
| Employer contribution / active EE | $814 | $1,699-52.1% | $2,723-70.1% | $2,671-69.5% |
| Participant deferral / active EE | $1,667 | $2,992-44.3% | $4,443-62.5% | $4,126-59.6% |
| Admin fee / account holder | $32,702 | $3,578+814.0% | $5,381+507.8% | $5,651+478.7% |