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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 | $38,295 | $29,733+28.8% | $56,025-31.6% | $80,959-52.7% |
| Participation rate | 35.1% | 41.7%-6.6pp | 52.5%-17.4pp | 67.7%-32.5pp |
| Annual return | 9.59% | 35.28%-25.7pp | 1712.69%-1703.1pp | 35.67%-26.1pp |
| Employer contribution / active EE | $805 | $672+19.8% | $1,042-22.7% | $2,757-70.8% |
| Participant deferral / active EE | $4,189 | $1,229+240.8% | $1,955+114.3% | $4,300-2.6% |
| Admin fee / account holder | $5,419 | $2,434+122.7% | $2,828+91.6% | $6,925-21.8% |