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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 | $28,624+9.6% | $53,647-41.5% | $82,637-62.0% |
| Participation rate | 51.6% | 47.3%+4.3pp | 56.3%-4.7pp | 68.1%-16.4pp |
| Annual return | 12.68% | 664.98%-652.3pp | 358.33%-345.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $894 | $637+40.4% | $962-7.1% | $2,552-65.0% |
| Participant deferral / active EE | $1,739 | $1,196+45.4% | $1,813-4.1% | $4,126-57.9% |
| Admin fee / account holder | $3,715 | $2,022+83.8% | $2,460+51.0% | $7,339-49.4% |