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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 | $62,574 | $30,385+105.9% | $56,054+11.6% | $74,400-15.9% |
| Participation rate | 18.3% | 32.9%-14.6pp | 52.5%-34.2pp | 67.2%-48.9pp |
| Annual return | 9.85% | 24.92%-15.1pp | 1705.95%-1696.1pp | 1367.51%-1357.7pp |
| Employer contribution / active EE | $158 | $609-74.0% | $1,039-84.8% | $2,624-94.0% |
| Participant deferral / active EE | $745 | $1,174-36.5% | $1,952-61.8% | $4,348-82.9% |
| Admin fee / account holder | $1,299 | $2,361-45.0% | $2,822-54.0% | $1,944-33.1% |