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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 | $29,667+68.2% | $56,441-11.6% | $80,874-38.3% |
| Participation rate | 27.6% | 41.7%-14.1pp | 52.5%-24.9pp | 67.6%-40.1pp |
| Annual return | 9.87% | 35.22%-25.4pp | 1704.21%-1694.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $537 | $669-19.8% | $1,039-48.4% | $2,756-80.5% |
| Participant deferral / active EE | $1,660 | $1,227+35.3% | $1,953-15.0% | $4,297-61.4% |
| Admin fee / account holder | $1,037 | $2,429-57.3% | $2,829-63.4% | $6,935-85.1% |