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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 | $59,211 | $31,105+90.4% | $53,647+10.4% | $64,097-7.6% |
| Participation rate | 30.7% | 30.7%0pp | 56.3%-25.6pp | 55.2%-24.5pp |
| Annual return | 12.31% | 22.54%-10.2pp | 358.33%-346.0pp | 34.64%-22.3pp |
| Employer contribution / active EE | $822 | $441+86.5% | $962-14.6% | $1,891-56.5% |
| Participant deferral / active EE | $1,596 | $896+78.0% | $1,813-12.0% | $3,080-48.2% |
| Admin fee / account holder | $9,979 | $2,195+354.6% | $2,460+305.7% | $3,454+188.9% |