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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 | $41,813 | $29,319+42.6% | $52,425-20.2% | $82,448-49.3% |
| Participation rate | 39.5% | 46.9%-7.3pp | 55.6%-16.1pp | 68.1%-28.5pp |
| Annual return | 14.29% | 535.20%-520.9pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $824 | $586+40.4% | $914-9.9% | $2,551-67.7% |
| Participant deferral / active EE | $963 | $1,171-17.8% | $1,790-46.2% | $4,139-76.7% |
| Admin fee / account holder | $1,197 | $1,962-39.0% | $2,495-52.0% | $7,234-83.5% |