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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 | $53,069 | $34,316+54.6% | $74,719-29.0% | $72,983-27.3% |
| Participation rate | 8.1% | 42.4%-34.3pp | 54.5%-46.4pp | 69.5%-61.4pp |
| Annual return | 17.38% | 26.58%-9.2pp | 753.05%-735.7pp | 81.01%-63.6pp |
| Employer contribution / active EE | $153 | $692-77.9% | $1,084-85.9% | $2,440-93.7% |
| Participant deferral / active EE | $818 | $1,272-35.7% | $1,963-58.4% | $3,608-77.3% |
| Admin fee / account holder | $1,021 | $2,125-52.0% | $3,334-69.4% | $5,124-80.1% |