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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 | $22,575 | $29,319-23.0% | $52,425-56.9% | $82,448-72.6% |
| Participation rate | 51.4% | 46.9%+4.5pp | 55.6%-4.3pp | 68.1%-16.7pp |
| Annual return | 14.06% | 535.20%-521.1pp | 302.12%-288.1pp | 41.64%-27.6pp |
| Employer contribution / active EE | $374 | $586-36.2% | $914-59.1% | $2,551-85.3% |
| Participant deferral / active EE | $1,152 | $1,171-1.7% | $1,790-35.7% | $4,139-72.2% |
| Admin fee / account holder | $545 | $1,962-72.2% | $2,495-78.2% | $7,234-92.5% |