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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 | $54,170 | $29,733+82.2% | $56,025-3.3% | $80,959-33.1% |
| Participation rate | 24.0% | 41.7%-17.7pp | 52.5%-28.5pp | 67.7%-43.7pp |
| Annual return | 2.69% | 35.28%-32.6pp | 1712.69%-1710.0pp | 35.67%-33.0pp |
| Employer contribution / active EE | $685 | $672+2.0% | $1,042-34.2% | $2,757-75.2% |
| Participant deferral / active EE | $2,899 | $1,229+135.8% | $1,955+48.3% | $4,300-32.6% |
| Admin fee / account holder | $422 | $2,434-82.6% | $2,828-85.1% | $6,925-93.9% |