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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 | $64,775 | $27,943+131.8% | $58,507+10.7% | $75,177-13.8% |
| Participation rate | 14.8% | 38.8%-24.1pp | 50.9%-36.1pp | 67.2%-52.5pp |
| Annual return | 12.75% | 44.22%-31.5pp | 4252.32%-4239.6pp | 160.75%-148.0pp |
| Employer contribution / active EE | $356 | $670-46.8% | $1,053-66.2% | $2,671-86.7% |
| Participant deferral / active EE | $1,355 | $1,202+12.8% | $1,922-29.5% | $4,126-67.2% |
| Admin fee / account holder | $3,534 | $1,727+104.6% | $2,486+42.1% | $5,651-37.5% |