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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 | $67,647 | $29,736+127.5% | $56,033+20.7% | $80,935-16.4% |
| Participation rate | 45.7% | 41.7%+4.0pp | 52.5%-6.8pp | 67.7%-21.9pp |
| Annual return | 8.49% | 35.28%-26.8pp | 1711.38%-1702.9pp | 35.66%-27.2pp |
| Employer contribution / active EE | $804 | $671+19.7% | $1,041-22.8% | $2,757-70.8% |
| Participant deferral / active EE | $2,032 | $1,228+65.4% | $1,954+4.0% | $4,299-52.7% |
| Admin fee / account holder | $730 | $2,434-70.0% | $2,827-74.2% | $6,924-89.5% |