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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 | $47,640 | $27,924+70.6% | $58,544-18.6% | $75,181-36.6% |
| Participation rate | 40.9% | 38.8%+2.1pp | 50.9%-10.0pp | 67.2%-26.3pp |
| Annual return | 13.77% | 44.20%-30.4pp | 4249.56%-4235.8pp | 160.69%-146.9pp |
| Employer contribution / active EE | $342 | $669-48.9% | $1,053-67.5% | $2,671-87.2% |
| Participant deferral / active EE | $1,644 | $1,202+36.8% | $1,923-14.5% | $4,126-60.2% |
| Admin fee / account holder | $946 | $1,726-45.2% | $2,520-62.4% | $5,650-83.3% |