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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 | $97,360 | $29,319+232.1% | $52,425+85.7% | $82,448+18.1% |
| Participation rate | 38.3% | 46.9%-8.6pp | 55.6%-17.3pp | 68.1%-29.8pp |
| Annual return | 10.93% | 535.20%-524.3pp | 302.12%-291.2pp | 41.64%-30.7pp |
| Employer contribution / active EE | $904 | $586+54.2% | $914-1.1% | $2,551-64.5% |
| Participant deferral / active EE | $2,343 | $1,171+100.0% | $1,790+30.8% | $4,139-43.4% |
| Admin fee / account holder | $796 | $1,962-59.4% | $2,495-68.1% | $7,234-89.0% |