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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 | $47,824 | $29,736+60.8% | $56,033-14.7% | $80,935-40.9% |
| Participation rate | 27.0% | 41.7%-14.7pp | 52.5%-25.5pp | 67.7%-40.6pp |
| Annual return | 5.82% | 35.28%-29.5pp | 1711.38%-1705.6pp | 35.66%-29.8pp |
| Employer contribution / active EE | $110 | $671-83.7% | $1,041-89.5% | $2,757-96.0% |
| Participant deferral / active EE | $1,316 | $1,228+7.2% | $1,954-32.6% | $4,299-69.4% |
| Admin fee / account holder | $2,875 | $2,434+18.2% | $2,827+1.7% | $6,924-58.5% |