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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 | $50,913 | $28,624+77.9% | $53,647-5.1% | $82,637-38.4% |
| Participation rate | 42.3% | 47.3%-5.0pp | 56.3%-14.0pp | 68.1%-25.7pp |
| Annual return | 13.72% | 664.98%-651.3pp | 358.33%-344.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $615 | $637-3.4% | $962-36.0% | $2,552-75.9% |
| Participant deferral / active EE | $1,443 | $1,196+20.7% | $1,813-20.4% | $4,126-65.0% |
| Admin fee / account holder | $3,403 | $2,022+68.3% | $2,460+38.3% | $7,339-53.6% |