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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 | $46,594 | $29,716+56.8% | $56,077-16.9% | $80,925-42.4% |
| Participation rate | 41.9% | 41.7%+0.2pp | 52.5%-10.6pp | 67.7%-25.7pp |
| Annual return | 10.51% | 35.30%-24.8pp | 1709.28%-1698.8pp | 35.65%-25.1pp |
| Employer contribution / active EE | $733 | $671+9.3% | $1,040-29.5% | $2,756-73.4% |
| Participant deferral / active EE | $1,689 | $1,228+37.5% | $1,954-13.5% | $4,299-60.7% |
| Admin fee / account holder | $1,226 | $2,432-49.6% | $2,825-56.6% | $6,940-82.3% |