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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 | $15,114 | $29,733-49.2% | $56,025-73.0% | $80,959-81.3% |
| Participation rate | 34.7% | 41.7%-7.0pp | 52.5%-17.8pp | 67.7%-33.0pp |
| Annual return | 8.66% | 35.28%-26.6pp | 1712.69%-1704.0pp | 35.67%-27.0pp |
| Employer contribution / active EE | $567 | $672-15.7% | $1,042-45.6% | $2,757-79.4% |
| Participant deferral / active EE | $2,735 | $1,229+122.5% | $1,955+39.9% | $4,300-36.4% |
| Admin fee / account holder | $5,546 | $2,434+127.9% | $2,828+96.1% | $6,925-19.9% |