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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 | $56,341 | $29,670+89.9% | $56,054+0.5% | $80,911-30.4% |
| Participation rate | 51.7% | 41.7%+10.1pp | 52.5%-0.8pp | 67.6%-15.9pp |
| Annual return | 7.28% | 35.24%-28.0pp | 1705.95%-1698.7pp | 35.63%-28.4pp |
| Employer contribution / active EE | $721 | $670+7.6% | $1,039-30.6% | $2,756-73.8% |
| Participant deferral / active EE | $769 | $1,227-37.4% | $1,952-60.6% | $4,297-82.1% |
| Admin fee / account holder | $1,422 | $2,431-41.5% | $2,822-49.6% | $6,935-79.5% |