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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 | $46,539 | $29,736+56.5% | $56,033-16.9% | $80,935-42.5% |
| Participation rate | 32.3% | 41.7%-9.4pp | 52.5%-20.2pp | 67.7%-35.4pp |
| Annual return | 9.66% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $1,095 | $671+63.1% | $1,041+5.2% | $2,757-60.3% |
| Participant deferral / active EE | $1,899 | $1,228+54.6% | $1,954-2.8% | $4,299-55.8% |
| Admin fee / account holder | $2,178 | $2,434-10.5% | $2,827-23.0% | $6,924-68.5% |