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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 | $57,451 | $39,036+47.2% | $80,784-28.9% | $85,851-33.1% |
| Participation rate | 34.0% | 41.6%-7.6pp | 54.2%-20.2pp | 69.3%-35.3pp |
| Annual return | 10.72% | 26.31%-15.6pp | 87.31%-76.6pp | 318.63%-307.9pp |
| Employer contribution / active EE | $749 | $722+3.7% | $1,160-35.4% | $2,565-70.8% |
| Participant deferral / active EE | $2,489 | $1,326+87.7% | $2,145+16.0% | $3,952-37.0% |
| Admin fee / account holder | $2,719 | $2,429+12.0% | $3,380-19.6% | $6,261-56.6% |