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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 | $57,033 | $55,472+2.8% | $155,567-63.3% | $74,546-23.5% |
| Participation rate | 30.1% | 61.9%-31.8pp | 78.2%-48.1pp | 67.2%-37.1pp |
| Annual return | 10.56% | 268.72%-258.2pp | 64.74%-54.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $739 | $2,269-67.4% | $4,674-84.2% | $2,624-71.8% |
| Participant deferral / active EE | $1,756 | $2,838-38.1% | $5,628-68.8% | $4,347-59.6% |
| Admin fee / account holder | $2,143 | $1,743+23.0% | $15,916-86.5% | $1,944+10.3% |