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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 | $30,443 | $27,936+9.0% | $58,561-48.0% | $75,173-59.5% |
| Participation rate | 29.4% | 38.8%-9.4pp | 50.9%-21.5pp | 67.2%-37.8pp |
| Annual return | 11.07% | 44.21%-33.1pp | 4251.33%-4240.3pp | 160.72%-149.7pp |
| Employer contribution / active EE | $675 | $670+0.9% | $1,053-35.9% | $2,671-74.7% |
| Participant deferral / active EE | $2,286 | $1,202+90.2% | $1,923+18.9% | $4,126-44.6% |
| Admin fee / account holder | $633 | $1,727-63.3% | $2,520-74.9% | $5,651-88.8% |