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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 | $29,716+56.6% | $56,077-17.0% | $80,925-42.5% |
| Participation rate | 32.3% | 41.7%-9.4pp | 52.5%-20.2pp | 67.7%-35.4pp |
| Annual return | 9.66% | 35.30%-25.6pp | 1709.28%-1699.6pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,095 | $671+63.2% | $1,040+5.3% | $2,756-60.3% |
| Participant deferral / active EE | $1,899 | $1,228+54.6% | $1,954-2.8% | $4,299-55.8% |
| Admin fee / account holder | $2,178 | $2,432-10.4% | $2,825-22.9% | $6,940-68.6% |