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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 | $31,368 | $29,319+7.0% | $52,425-40.2% | $82,448-62.0% |
| Participation rate | 51.6% | 46.9%+4.8pp | 55.6%-4.0pp | 68.1%-16.5pp |
| Annual return | 12.68% | 535.20%-522.5pp | 302.12%-289.4pp | 41.64%-29.0pp |
| Employer contribution / active EE | $894 | $586+52.5% | $914-2.2% | $2,551-65.0% |
| Participant deferral / active EE | $1,739 | $1,171+48.5% | $1,790-2.9% | $4,139-58.0% |
| Admin fee / account holder | $3,715 | $1,962+89.4% | $2,495+48.9% | $7,234-48.6% |