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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 | $38,674 | $28,624+35.1% | $53,647-27.9% | $82,637-53.2% |
| Participation rate | 23.5% | 47.3%-23.7pp | 56.3%-32.8pp | 68.1%-44.5pp |
| Annual return | 11.47% | 664.98%-653.5pp | 358.33%-346.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $539 | $637-15.3% | $962-44.0% | $2,552-78.9% |
| Participant deferral / active EE | $2,073 | $1,196+73.3% | $1,813+14.3% | $4,126-49.8% |
| Admin fee / account holder | $17,859 | $2,022+783.4% | $2,460+626.0% | $7,339+143.3% |