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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 | $52,006 | $27,924+86.2% | $58,544-11.2% | $75,181-30.8% |
| Participation rate | 30.2% | 38.8%-8.7pp | 50.9%-20.7pp | 67.2%-37.0pp |
| Annual return | 14.10% | 44.20%-30.1pp | 4249.56%-4235.5pp | 160.69%-146.6pp |
| Employer contribution / active EE | $536 | $669-19.9% | $1,053-49.1% | $2,671-79.9% |
| Participant deferral / active EE | $1,267 | $1,202+5.4% | $1,923-34.1% | $4,126-69.3% |
| Admin fee / account holder | $1,742 | $1,726+0.9% | $2,520-30.8% | $5,650-69.2% |