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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 | $57,588 | $29,733+93.7% | $56,025+2.8% | $80,959-28.9% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 9.97% | 35.28%-25.3pp | 1712.69%-1702.7pp | 35.67%-25.7pp |
| Employer contribution / active EE | $299 | $672-55.5% | $1,042-71.3% | $2,757-89.2% |
| Participant deferral / active EE | $1,614 | $1,229+31.3% | $1,955-17.4% | $4,300-62.5% |
| Admin fee / account holder | $1,394 | $2,434-42.7% | $2,828-50.7% | $6,925-79.9% |