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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 | $44,701 | $29,319+52.5% | $52,425-14.7% | $82,448-45.8% |
| Participation rate | 11.4% | 46.9%-35.4pp | 55.6%-44.2pp | 68.1%-56.6pp |
| Annual return | 13.26% | 535.20%-521.9pp | 302.12%-288.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $287 | $586-51.1% | $914-68.6% | $2,551-88.8% |
| Participant deferral / active EE | $1,217 | $1,171+3.9% | $1,790-32.0% | $4,139-70.6% |
| Admin fee / account holder | $1,758 | $1,962-10.4% | $2,495-29.5% | $7,234-75.7% |