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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 | $52,636 | $48,570+8.4% | $130,660-59.7% | $72,975-27.9% |
| Participation rate | 60.6% | 58.6%+2.0pp | 71.7%-11.1pp | 69.5%-8.9pp |
| Annual return | 1.88% | 38.63%-36.7pp | 1709.29%-1707.4pp | 81.01%-79.1pp |
| Employer contribution / active EE | $856 | $1,334-35.8% | $4,092-79.1% | $2,440-64.9% |
| Participant deferral / active EE | $964 | $2,384-59.5% | $3,603-73.2% | $3,608-73.3% |
| Admin fee / account holder | $411 | $3,549-88.4% | $5,463-92.5% | $5,124-92.0% |