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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 | $58,464 | $29,670+97.0% | $56,054+4.3% | $80,911-27.7% |
| Participation rate | 47.7% | 41.7%+6.1pp | 52.5%-4.8pp | 67.6%-19.9pp |
| Annual return | 9.77% | 35.24%-25.5pp | 1705.95%-1696.2pp | 35.63%-25.9pp |
| Employer contribution / active EE | $726 | $670+8.3% | $1,039-30.2% | $2,756-73.7% |
| Participant deferral / active EE | $3,349 | $1,227+172.9% | $1,952+71.5% | $4,297-22.1% |
| Admin fee / account holder | $979 | $2,431-59.7% | $2,822-65.3% | $6,935-85.9% |