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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 | $33,497 | $65,960-49.2% | $81,882-59.1% | $77,762-56.9% |
| Participation rate | 12.0% | 65.8%-53.7pp | 72.4%-60.4pp | 70.6%-58.6pp |
| Annual return | 11.52% | 26.64%-15.1pp | 779.47%-768.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $666 | $2,375-72.0% | $2,916-77.2% | $2,728-75.6% |
| Participant deferral / active EE | $951 | $3,505-72.9% | $4,323-78.0% | $4,651-79.5% |
| Admin fee / account holder | $618 | $526+17.5% | $7,360-91.6% | $433+42.9% |