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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 | $45,688 | $42,546+7.4% | $71,796-36.4% | $55,167-17.2% |
| Participation rate | 60.7% | 59.1%+1.6pp | 69.1%-8.4pp | 69.0%-8.3pp |
| Annual return | 5.30% | 12.36%-7.1pp | 78.04%-72.7pp | 169.23%-163.9pp |
| Employer contribution / active EE | $397 | $803-50.6% | $1,924-79.4% | $1,963-79.8% |
| Participant deferral / active EE | $2,163 | $2,064+4.8% | $2,794-22.6% | $3,054-29.2% |
| Admin fee / account holder | $1,620 | $650+149.3% | $4,815-66.4% | $504+221.4% |