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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 | $29,716+93.8% | $56,077+2.7% | $80,925-28.8% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.7%-27.7pp |
| Annual return | 9.97% | 35.30%-25.3pp | 1709.28%-1699.3pp | 35.65%-25.7pp |
| Employer contribution / active EE | $299 | $671-55.5% | $1,040-71.3% | $2,756-89.2% |
| Participant deferral / active EE | $1,614 | $1,228+31.4% | $1,954-17.4% | $4,299-62.4% |
| Admin fee / account holder | $1,394 | $2,432-42.7% | $2,825-50.6% | $6,940-79.9% |