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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 | $46,668 | $39,028+19.6% | $80,741-42.2% | $85,847-45.6% |
| Participation rate | 66.7% | 41.6%+25.1pp | 54.2%+12.5pp | 69.3%-2.7pp |
| Annual return | 6.53% | 26.31%-19.8pp | 87.30%-80.8pp | 318.61%-312.1pp |
| Employer contribution / active EE | $1,151 | $722+59.3% | $1,160-0.8% | $2,565-55.1% |
| Participant deferral / active EE | $1,499 | $1,326+13.0% | $2,145-30.1% | $3,952-62.1% |
| Admin fee / account holder | $1,951 | $2,429-19.7% | $3,380-42.3% | $6,261-68.8% |