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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 | $21,862 | $34,316-36.3% | $74,723-70.7% | $72,976-70.0% |
| Participation rate | 66.7% | 42.4%+24.3pp | 54.5%+12.2pp | 69.5%-2.8pp |
| Annual return | 16.50% | 26.58%-10.1pp | 753.18%-736.7pp | 81.02%-64.5pp |
| Employer contribution / active EE | $956 | $692+38.2% | $1,084-11.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,672 | $1,272+31.4% | $1,962-14.8% | $3,608-53.7% |
| Admin fee / account holder | $4,558 | $2,125+114.5% | $3,335+36.7% | $5,124-11.1% |