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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 | $40,774 | $34,316+18.8% | $74,719-45.4% | $72,983-44.1% |
| Participation rate | 23.8% | 42.4%-18.6pp | 54.5%-30.7pp | 69.5%-45.7pp |
| Annual return | 10.37% | 26.58%-16.2pp | 753.05%-742.7pp | 81.01%-70.6pp |
| Employer contribution / active EE | $333 | $692-51.8% | $1,084-69.3% | $2,440-86.3% |
| Participant deferral / active EE | $790 | $1,272-37.9% | $1,963-59.8% | $3,608-78.1% |
| Admin fee / account holder | $441 | $2,125-79.2% | $3,334-86.8% | $5,124-91.4% |