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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 | $49,482 | $30,437+62.6% | $56,033-11.7% | $74,459-33.5% |
| Participation rate | 25.5% | 32.9%-7.4pp | 52.5%-27.0pp | 67.2%-41.7pp |
| Annual return | 9.35% | 24.96%-15.6pp | 1711.38%-1702.0pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $912 | $1,176-22.4% | $1,954-53.3% | $4,350-79.0% |
| Admin fee / account holder | $3,092 | $2,363+30.8% | $2,827+9.4% | $1,945+59.0% |