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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 | $49,802 | $29,736+67.5% | $56,033-11.1% | $80,935-38.5% |
| Participation rate | 23.1% | 41.7%-18.6pp | 52.5%-29.4pp | 67.7%-44.6pp |
| Annual return | 7.31% | 35.28%-28.0pp | 1711.38%-1704.1pp | 35.66%-28.4pp |
| Employer contribution / active EE | $212 | $671-68.4% | $1,041-79.6% | $2,757-92.3% |
| Participant deferral / active EE | $1,005 | $1,228-18.2% | $1,954-48.6% | $4,299-76.6% |
| Admin fee / account holder | $2,040 | $2,434-16.2% | $2,827-27.9% | $6,924-70.5% |