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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 | $27,288 | $29,736-8.2% | $56,033-51.3% | $80,935-66.3% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.7%-49.1pp |
| Annual return | 9.92% | 35.28%-25.4pp | 1711.38%-1701.5pp | 35.66%-25.7pp |
| Employer contribution / active EE | $314 | $671-53.2% | $1,041-69.8% | $2,757-88.6% |
| Participant deferral / active EE | $1,499 | $1,228+22.1% | $1,954-23.3% | $4,299-65.1% |
| Admin fee / account holder | $1,421 | $2,434-41.6% | $2,827-49.7% | $6,924-79.5% |