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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 | $18,203 | $29,319-37.9% | $52,425-65.3% | $82,448-77.9% |
| Participation rate | 54.1% | 46.9%+7.2pp | 55.6%-1.5pp | 68.1%-14.0pp |
| Annual return | 11.94% | 535.20%-523.3pp | 302.12%-290.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $405 | $586-30.9% | $914-55.7% | $2,551-84.1% |
| Participant deferral / active EE | $1,426 | $1,171+21.7% | $1,790-20.4% | $4,139-65.6% |
| Admin fee / account holder | $1,165 | $1,962-40.6% | $2,495-53.3% | $7,234-83.9% |