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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 | $53,602 | $27,943+91.8% | $58,507-8.4% | $75,177-28.7% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 14.62% | 44.22%-29.6pp | 4252.32%-4237.7pp | 160.75%-146.1pp |
| Employer contribution / active EE | $369 | $670-44.9% | $1,053-64.9% | $2,671-86.2% |
| Participant deferral / active EE | $1,188 | $1,202-1.1% | $1,922-38.2% | $4,126-71.2% |
| Admin fee / account holder | $2,682 | $1,727+55.3% | $2,486+7.9% | $5,651-52.5% |