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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 | $39,737 | $29,716+33.7% | $56,077-29.1% | $80,925-50.9% |
| Participation rate | 18.2% | 41.7%-23.5pp | 52.5%-34.3pp | 67.7%-49.5pp |
| Annual return | 5.54% | 35.30%-29.8pp | 1709.28%-1703.7pp | 35.65%-30.1pp |
| Employer contribution / active EE | $501 | $671-25.4% | $1,040-51.9% | $2,756-81.8% |
| Participant deferral / active EE | $1,430 | $1,228+16.4% | $1,954-26.8% | $4,299-66.7% |
| Admin fee / account holder | $6,121 | $2,432+151.7% | $2,825+116.7% | $6,940-11.8% |