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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 | $55,456 | $29,716+86.6% | $56,077-1.1% | $80,925-31.5% |
| Participation rate | 29.8% | 41.7%-11.9pp | 52.5%-22.7pp | 67.7%-37.9pp |
| Annual return | 10.37% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.3pp |
| Employer contribution / active EE | $369 | $671-45.1% | $1,040-64.6% | $2,756-86.6% |
| Participant deferral / active EE | $554 | $1,228-54.9% | $1,954-71.6% | $4,299-87.1% |
| Admin fee / account holder | $3,833 | $2,432+57.6% | $2,825+35.7% | $6,940-44.8% |