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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 | $51,907 | $30,423+70.6% | $56,025-7.4% | $74,478-30.3% |
| Participation rate | 24.3% | 32.9%-8.6pp | 52.5%-28.3pp | 67.2%-43.0pp |
| Annual return | 10.65% | 24.97%-14.3pp | 1712.69%-1702.0pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $681 | $610+11.6% | $1,042-34.6% | $2,626-74.1% |
| Participant deferral / active EE | $1,347 | $1,176+14.5% | $1,955-31.1% | $4,350-69.0% |
| Admin fee / account holder | $1,154 | $2,363-51.2% | $2,828-59.2% | $1,946-40.7% |