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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 | $50,210 | $29,051+72.8% | $52,425-4.2% | $67,986-26.1% |
| Participation rate | 20.3% | 30.4%-10.1pp | 55.6%-35.3pp | 57.2%-36.9pp |
| Annual return | 13.25% | 24.00%-10.7pp | 302.12%-288.9pp | 31.67%-18.4pp |
| Employer contribution / active EE | $538 | $412+30.6% | $914-41.2% | $2,019-73.4% |
| Participant deferral / active EE | $1,094 | $873+25.3% | $1,790-38.9% | $3,358-67.4% |
| Admin fee / account holder | $6,641 | $2,113+214.4% | $2,495+166.2% | $3,203+107.3% |