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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 | $30,164 | $30,421-0.8% | $56,077-46.2% | $74,429-59.5% |
| Participation rate | 30.6% | 32.9%-2.2pp | 52.5%-21.9pp | 67.2%-36.6pp |
| Annual return | 8.85% | 24.94%-16.1pp | 1709.28%-1700.4pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $672 | $610+10.2% | $1,040-35.4% | $2,625-74.4% |
| Participant deferral / active EE | $981 | $1,175-16.5% | $1,954-49.8% | $4,348-77.4% |
| Admin fee / account holder | $1,411 | $2,363-40.3% | $2,825-50.1% | $1,944-27.4% |