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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 | $41,470 | $27,936+48.4% | $58,561-29.2% | $75,173-44.8% |
| Participation rate | 30.6% | 38.8%-8.2pp | 50.9%-20.3pp | 67.2%-36.6pp |
| Annual return | 12.53% | 44.21%-31.7pp | 4251.33%-4238.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $704 | $670+5.1% | $1,053-33.2% | $2,671-73.7% |
| Participant deferral / active EE | $1,033 | $1,202-14.0% | $1,923-46.3% | $4,126-75.0% |
| Admin fee / account holder | $2,154 | $1,727+24.7% | $2,520-14.6% | $5,651-61.9% |