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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 | $49,904 | $29,733+67.8% | $56,025-10.9% | $80,959-38.4% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.7%-40.1pp |
| Annual return | 9.87% | 35.28%-25.4pp | 1712.69%-1702.8pp | 35.67%-25.8pp |
| Employer contribution / active EE | $537 | $672-20.1% | $1,042-48.5% | $2,757-80.5% |
| Participant deferral / active EE | $1,660 | $1,229+35.0% | $1,955-15.1% | $4,300-61.4% |
| Admin fee / account holder | $1,037 | $2,434-57.4% | $2,828-63.4% | $6,925-85.0% |