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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 | $27,634 | $34,316-19.5% | $74,719-63.0% | $72,983-62.1% |
| Participation rate | 47.8% | 42.4%+5.4pp | 54.5%-6.6pp | 69.5%-21.7pp |
| Annual return | 16.83% | 26.58%-9.8pp | 753.05%-736.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $938 | $692+35.6% | $1,084-13.5% | $2,440-61.6% |
| Participant deferral / active EE | $1,394 | $1,272+9.6% | $1,963-29.0% | $3,608-61.4% |
| Admin fee / account holder | $411 | $2,125-80.6% | $3,334-87.7% | $5,124-92.0% |