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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 | $40,538 | $29,319+38.3% | $52,425-22.7% | $82,448-50.8% |
| Participation rate | 63.9% | 46.9%+17.0pp | 55.6%+8.3pp | 68.1%-4.2pp |
| Annual return | 11.25% | 535.20%-523.9pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $852 | $586+45.3% | $914-6.8% | $2,551-66.6% |
| Participant deferral / active EE | $1,760 | $1,171+50.3% | $1,790-1.7% | $4,139-57.5% |
| Admin fee / account holder | $643 | $1,962-67.2% | $2,495-74.2% | $7,234-91.1% |