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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 | $62,159 | $29,736+109.0% | $56,033+10.9% | $80,935-23.2% |
| Participation rate | 48.6% | 41.7%+6.9pp | 52.5%-3.9pp | 67.7%-19.1pp |
| Annual return | 6.79% | 35.28%-28.5pp | 1711.38%-1704.6pp | 35.66%-28.9pp |
| Employer contribution / active EE | $775 | $671+15.4% | $1,041-25.6% | $2,757-71.9% |
| Participant deferral / active EE | $2,210 | $1,228+79.9% | $1,954+13.1% | $4,299-48.6% |
| Admin fee / account holder | $29,894 | $2,434+1128.4% | $2,827+957.4% | $6,924+331.7% |