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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 | $30,401 | $61,125-50.3% | $94,057-67.7% | $87,485-65.2% |
| Participation rate | 64.4% | 64.1%+0.3pp | 73.3%-9.0pp | 68.9%-4.5pp |
| Annual return | 9.81% | 35.20%-25.4pp | 480.62%-470.8pp | 26.06%-16.2pp |
| Employer contribution / active EE | $296 | $2,136-86.2% | $2,933-89.9% | $2,596-88.6% |
| Participant deferral / active EE | $2,071 | $3,260-36.5% | $4,709-56.0% | $4,274-51.5% |
| Admin fee / account holder | $11,355 | $5,629+101.7% | $7,244+56.7% | $7,775+46.0% |