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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 | $53,756 | $29,319+83.3% | $52,425+2.5% | $82,448-34.8% |
| Participation rate | 35.7% | 46.9%-11.1pp | 55.6%-19.9pp | 68.1%-32.4pp |
| Annual return | 12.90% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $776 | $586+32.2% | $914-15.2% | $2,551-69.6% |
| Participant deferral / active EE | $1,950 | $1,171+66.5% | $1,790+8.9% | $4,139-52.9% |
| Admin fee / account holder | $1,670 | $1,962-14.9% | $2,495-33.1% | $7,234-76.9% |