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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 | $35,554 | $29,736+19.6% | $56,033-36.5% | $80,935-56.1% |
| Participation rate | 65.4% | 41.7%+23.7pp | 52.5%+12.9pp | 67.7%-2.3pp |
| Annual return | 10.52% | 35.28%-24.8pp | 1711.38%-1700.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $902 | $671+34.3% | $1,041-13.4% | $2,757-67.3% |
| Participant deferral / active EE | $1,210 | $1,228-1.5% | $1,954-38.1% | $4,299-71.9% |
| Admin fee / account holder | $7,075 | $2,434+190.7% | $2,827+150.3% | $6,924+2.2% |