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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 | $48,397 | $62,393-22.4% | $120,580-59.9% | $74,478-35.0% |
| Participation rate | 23.7% | 56.8%-33.0pp | 72.0%-48.2pp | 67.2%-43.5pp |
| Annual return | 8.83% | 18.61%-9.8pp | 107.48%-98.6pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $711 | $1,845-61.4% | $3,469-79.5% | $2,626-72.9% |
| Participant deferral / active EE | $1,442 | $2,886-50.0% | $4,995-71.1% | $4,350-66.9% |
| Admin fee / account holder | $1,419 | $2,396-40.8% | $9,418-84.9% | $1,946-27.1% |