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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 | $58,946 | $29,733+98.2% | $56,025+5.2% | $80,959-27.2% |
| Participation rate | 58.1% | 41.7%+16.3pp | 52.5%+5.6pp | 67.7%-9.6pp |
| Annual return | 5.67% | 35.28%-29.6pp | 1712.69%-1707.0pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,138 | $672+69.4% | $1,042+9.2% | $2,757-58.7% |
| Participant deferral / active EE | $2,140 | $1,229+74.1% | $1,955+9.5% | $4,300-50.2% |
| Admin fee / account holder | $1,303 | $2,434-46.5% | $2,828-53.9% | $6,925-81.2% |