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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 | $35,790 | $29,319+22.1% | $52,425-31.7% | $82,448-56.6% |
| Participation rate | 29.6% | 46.9%-17.2pp | 55.6%-26.0pp | 68.1%-38.4pp |
| Annual return | 10.02% | 535.20%-525.2pp | 302.12%-292.1pp | 41.64%-31.6pp |
| Employer contribution / active EE | $531 | $586-9.4% | $914-41.9% | $2,551-79.2% |
| Participant deferral / active EE | $989 | $1,171-15.6% | $1,790-44.8% | $4,139-76.1% |
| Admin fee / account holder | $2,555 | $1,962+30.2% | $2,495+2.4% | $7,234-64.7% |