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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 | $42,807 | $29,716+44.1% | $56,077-23.7% | $80,925-47.1% |
| Participation rate | 43.5% | 41.7%+1.8pp | 52.5%-9.0pp | 67.7%-24.2pp |
| Annual return | 9.22% | 35.30%-26.1pp | 1709.28%-1700.1pp | 35.65%-26.4pp |
| Employer contribution / active EE | $688 | $671+2.6% | $1,040-33.9% | $2,756-75.0% |
| Participant deferral / active EE | $1,745 | $1,228+42.0% | $1,954-10.7% | $4,299-59.4% |
| Admin fee / account holder | $1,048 | $2,432-56.9% | $2,825-62.9% | $6,940-84.9% |