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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 | $37,567 | $29,736+26.3% | $56,033-33.0% | $80,935-53.6% |
| Participation rate | 67.2% | 41.7%+25.5pp | 52.5%+14.7pp | 67.7%-0.4pp |
| Annual return | 10.23% | 35.28%-25.0pp | 1711.38%-1701.1pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,118 | $671+66.5% | $1,041+7.4% | $2,757-59.5% |
| Participant deferral / active EE | $2,182 | $1,228+77.6% | $1,954+11.7% | $4,299-49.2% |
| Admin fee / account holder | $1,537 | $2,434-36.8% | $2,827-45.6% | $6,924-77.8% |