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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 | $63,782 | $29,319+117.5% | $52,425+21.7% | $82,448-22.6% |
| Participation rate | 50.8% | 46.9%+4.0pp | 55.6%-4.8pp | 68.1%-17.2pp |
| Annual return | 10.09% | 535.20%-525.1pp | 302.12%-292.0pp | 41.64%-31.5pp |
| Employer contribution / active EE | $442 | $586-24.7% | $914-51.7% | $2,551-82.7% |
| Participant deferral / active EE | $1,324 | $1,171+13.0% | $1,790-26.1% | $4,139-68.0% |
| Admin fee / account holder | $3,627 | $1,962+84.8% | $2,495+45.4% | $7,234-49.9% |