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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 | $34,936 | $29,736+17.5% | $56,033-37.7% | $80,935-56.8% |
| Participation rate | 52.8% | 41.7%+11.1pp | 52.5%+0.3pp | 67.7%-14.9pp |
| Annual return | 10.27% | 35.28%-25.0pp | 1711.38%-1701.1pp | 35.66%-25.4pp |
| Employer contribution / active EE | $662 | $671-1.5% | $1,041-36.4% | $2,757-76.0% |
| Participant deferral / active EE | $1,437 | $1,228+17.0% | $1,954-26.5% | $4,299-66.6% |
| Admin fee / account holder | $7,256 | $2,434+198.1% | $2,827+156.7% | $6,924+4.8% |