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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 | $39,754 | $29,736+33.7% | $56,033-29.1% | $80,935-50.9% |
| Participation rate | 40.6% | 41.7%-1.1pp | 52.5%-11.9pp | 67.7%-27.0pp |
| Annual return | 9.93% | 35.28%-25.3pp | 1711.38%-1701.4pp | 35.66%-25.7pp |
| Employer contribution / active EE | $753 | $671+12.1% | $1,041-27.7% | $2,757-72.7% |
| Participant deferral / active EE | $3,279 | $1,228+166.9% | $1,954+67.8% | $4,299-23.7% |
| Admin fee / account holder | $950 | $2,434-61.0% | $2,827-66.4% | $6,924-86.3% |