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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 | $47,021 | $27,936+68.3% | $58,561-19.7% | $75,173-37.5% |
| Participation rate | 34.7% | 38.8%-4.2pp | 50.9%-16.2pp | 67.2%-32.5pp |
| Annual return | 13.70% | 44.21%-30.5pp | 4251.33%-4237.6pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,234 | $670+84.4% | $1,053+17.2% | $2,671-53.8% |
| Participant deferral / active EE | $2,426 | $1,202+101.8% | $1,923+26.1% | $4,126-41.2% |
| Admin fee / account holder | $4,541 | $1,727+163.0% | $2,520+80.2% | $5,651-19.6% |