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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 | $26,740 | $27,936-4.3% | $58,561-54.3% | $75,173-64.4% |
| Participation rate | 23.0% | 38.8%-15.9pp | 50.9%-27.9pp | 67.2%-44.3pp |
| Annual return | 14.99% | 44.21%-29.2pp | 4251.33%-4236.3pp | 160.72%-145.7pp |
| Employer contribution / active EE | $973 | $670+45.4% | $1,053-7.6% | $2,671-63.6% |
| Participant deferral / active EE | $2,210 | $1,202+83.8% | $1,923+14.9% | $4,126-46.5% |
| Admin fee / account holder | $2,053 | $1,727+18.9% | $2,520-18.5% | $5,651-63.7% |