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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 | $56,095 | $29,733+88.7% | $56,025+0.1% | $80,959-30.7% |
| Participation rate | 35.3% | 41.7%-6.4pp | 52.5%-17.2pp | 67.7%-32.4pp |
| Annual return | 10.59% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $173 | $672-74.2% | $1,042-83.4% | $2,757-93.7% |
| Participant deferral / active EE | $479 | $1,229-61.0% | $1,955-75.5% | $4,300-88.9% |
| Admin fee / account holder | $1,815 | $2,434-25.4% | $2,828-35.8% | $6,925-73.8% |