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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 | $39,799 | $30,385+31.0% | $56,054-29.0% | $74,400-46.5% |
| Participation rate | 21.2% | 32.9%-11.7pp | 52.5%-31.3pp | 67.2%-46.1pp |
| Annual return | 7.69% | 24.92%-17.2pp | 1705.95%-1698.3pp | 1367.51%-1359.8pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,827 | $1,174+55.7% | $1,952-6.4% | $4,348-58.0% |
| Admin fee / account holder | $3,305 | $2,361+40.0% | $2,822+17.1% | $1,944+70.0% |