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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 | $52,342 | $27,924+87.4% | $58,544-10.6% | $75,181-30.4% |
| Participation rate | 28.6% | 38.8%-10.3pp | 50.9%-22.3pp | 67.2%-38.6pp |
| Annual return | 14.38% | 44.20%-29.8pp | 4249.56%-4235.2pp | 160.69%-146.3pp |
| Employer contribution / active EE | $580 | $669-13.3% | $1,053-44.9% | $2,671-78.3% |
| Participant deferral / active EE | $1,635 | $1,202+36.1% | $1,923-15.0% | $4,126-60.4% |
| Admin fee / account holder | $634 | $1,726-63.3% | $2,520-74.9% | $5,650-88.8% |