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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 | $26,132 | $29,319-10.9% | $52,425-50.2% | $82,448-68.3% |
| Participation rate | 58.7% | 46.9%+11.9pp | 55.6%+3.1pp | 68.1%-9.3pp |
| Annual return | 11.99% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $798 | $586+36.1% | $914-12.7% | $2,551-68.7% |
| Participant deferral / active EE | $1,165 | $1,171-0.6% | $1,790-34.9% | $4,139-71.9% |
| Admin fee / account holder | $6,045 | $1,962+208.1% | $2,495+142.3% | $7,234-16.4% |