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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 | $30,522 | $69,118-55.8% | $53,647-43.1% | $138,895-78.0% |
| Participation rate | 29.4% | 64.0%-34.6pp | 56.3%-26.9pp | 79.9%-50.5pp |
| Annual return | 0.98% | 248.26%-247.3pp | 358.33%-357.4pp | 145.39%-144.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,341 | $2,274+3.0% | $1,813+29.1% | $6,396-63.4% |
| Admin fee / account holder | $4,210 | $2,724+54.6% | $2,460+71.2% | $12,562-66.5% |