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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 | $29,397 | $34,316-14.3% | $74,723-60.7% | $72,976-59.7% |
| Participation rate | 34.6% | 42.4%-7.8pp | 54.5%-19.8pp | 69.5%-34.9pp |
| Annual return | 14.50% | 26.58%-12.1pp | 753.18%-738.7pp | 81.02%-66.5pp |
| Employer contribution / active EE | $299 | $692-56.8% | $1,084-72.4% | $2,440-87.7% |
| Participant deferral / active EE | $610 | $1,272-52.0% | $1,962-68.9% | $3,608-83.1% |
| Admin fee / account holder | $1,292 | $2,125-39.2% | $3,335-61.3% | $5,124-74.8% |