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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 | $53,819 | $34,316+56.8% | $74,723-28.0% | $72,976-26.3% |
| Participation rate | 42.9% | 42.4%+0.4pp | 54.5%-11.6pp | 69.5%-26.6pp |
| Annual return | 9.83% | 26.58%-16.7pp | 753.18%-743.3pp | 81.02%-71.2pp |
| Employer contribution / active EE | $276 | $692-60.1% | $1,084-74.5% | $2,440-88.7% |
| Participant deferral / active EE | $980 | $1,272-23.0% | $1,962-50.1% | $3,608-72.8% |
| Admin fee / account holder | $479 | $2,125-77.4% | $3,335-85.6% | $5,124-90.6% |