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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 | $28,624-21.1% | $53,647-57.9% | $82,637-72.7% |
| Participation rate | 51.4% | 47.3%+4.1pp | 56.3%-4.9pp | 68.1%-16.7pp |
| Annual return | 14.06% | 664.98%-650.9pp | 358.33%-344.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $374 | $637-41.2% | $962-61.1% | $2,552-85.3% |
| Participant deferral / active EE | $1,152 | $1,196-3.7% | $1,813-36.5% | $4,126-72.1% |
| Admin fee / account holder | $545 | $2,022-73.0% | $2,460-77.8% | $7,339-92.6% |