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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 | $66,867 | $52,450+27.5% | $129,384-48.3% | $74,459-10.2% |
| Participation rate | 33.6% | 53.8%-20.3pp | 69.6%-36.1pp | 67.2%-33.7pp |
| Annual return | 10.69% | 15.65%-5.0pp | 9461.77%-9451.1pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $770 | $1,532-49.7% | $4,153-81.5% | $2,626-70.7% |
| Participant deferral / active EE | $1,688 | $2,797-39.6% | $4,166-59.5% | $4,350-61.2% |
| Admin fee / account holder | $443 | $2,636-83.2% | $7,686-94.2% | $1,945-77.2% |