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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 | $51,038 | $29,736+71.6% | $56,033-8.9% | $80,935-36.9% |
| Participation rate | 24.2% | 41.7%-17.5pp | 52.5%-28.2pp | 67.7%-43.4pp |
| Annual return | 9.72% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $447 | $671-33.5% | $1,041-57.1% | $2,757-83.8% |
| Participant deferral / active EE | $1,178 | $1,228-4.1% | $1,954-39.7% | $4,299-72.6% |
| Admin fee / account holder | $2,293 | $2,434-5.8% | $2,827-18.9% | $6,924-66.9% |