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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 | $37,877 | $30,423+24.5% | $56,025-32.4% | $74,478-49.1% |
| Participation rate | 19.8% | 32.9%-13.1pp | 52.5%-32.7pp | 67.2%-47.4pp |
| Annual return | 9.22% | 24.97%-15.8pp | 1712.69%-1703.5pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $772 | $610+26.5% | $1,042-25.9% | $2,626-70.6% |
| Participant deferral / active EE | $3,240 | $1,176+175.5% | $1,955+65.8% | $4,350-25.5% |
| Admin fee / account holder | $5,513 | $2,363+133.3% | $2,828+94.9% | $1,946+183.3% |