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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 | $87,662 | $51,631+69.8% | $129,397-32.3% | $80,925+8.3% |
| Participation rate | 32.7% | 56.9%-24.2pp | 69.6%-36.9pp | 67.7%-34.9pp |
| Annual return | 10.38% | 20.77%-10.4pp | 9453.98%-9443.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $512 | $1,583-67.7% | $4,154-87.7% | $2,756-81.4% |
| Participant deferral / active EE | $1,337 | $2,670-49.9% | $4,167-67.9% | $4,299-68.9% |
| Admin fee / account holder | $730 | $4,309-83.1% | $7,679-90.5% | $6,940-89.5% |