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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 | $32,756 | $28,624+14.4% | $53,647-38.9% | $82,637-60.4% |
| Participation rate | 38.0% | 47.3%-9.2pp | 56.3%-18.2pp | 68.1%-30.0pp |
| Annual return | 12.32% | 664.98%-652.7pp | 358.33%-346.0pp | 53.51%-41.2pp |
| Employer contribution / active EE | $562 | $637-11.7% | $962-41.5% | $2,552-78.0% |
| Participant deferral / active EE | $1,806 | $1,196+51.0% | $1,813-0.4% | $4,126-56.2% |
| Admin fee / account holder | $4,488 | $2,022+122.0% | $2,460+82.4% | $7,339-38.8% |