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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 | $55,909 | $29,670+88.4% | $56,054-0.3% | $80,911-30.9% |
| Participation rate | 28.1% | 41.7%-13.6pp | 52.5%-24.4pp | 67.6%-39.6pp |
| Annual return | 9.25% | 35.24%-26.0pp | 1705.95%-1696.7pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,721 | $670+157.0% | $1,039+65.6% | $2,756-37.5% |
| Participant deferral / active EE | $1,547 | $1,227+26.1% | $1,952-20.8% | $4,297-64.0% |
| Admin fee / account holder | $16,485 | $2,431+578.1% | $2,822+484.1% | $6,935+137.7% |