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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 | $57,611 | $52,507+9.7% | $129,406-55.5% | $74,478-22.6% |
| Participation rate | 32.8% | 53.9%-21.1pp | 69.6%-36.9pp | 67.2%-34.4pp |
| Annual return | 10.75% | 15.64%-4.9pp | 9468.18%-9457.4pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $967 | $1,534-37.0% | $4,155-76.7% | $2,626-63.2% |
| Participant deferral / active EE | $2,079 | $2,801-25.8% | $4,167-50.1% | $4,350-52.2% |
| Admin fee / account holder | $2,657 | $2,639+0.7% | $7,689-65.4% | $1,946+36.5% |