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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 | $50,384 | $29,319+71.8% | $52,425-3.9% | $82,448-38.9% |
| Participation rate | 19.8% | 46.9%-27.1pp | 55.6%-35.9pp | 68.1%-48.3pp |
| Annual return | 10.30% | 535.20%-524.9pp | 302.12%-291.8pp | 41.64%-31.3pp |
| Employer contribution / active EE | $942 | $586+60.7% | $914+3.1% | $2,551-63.1% |
| Participant deferral / active EE | $2,530 | $1,171+116.0% | $1,790+41.3% | $4,139-38.9% |
| Admin fee / account holder | $3,959 | $1,962+101.8% | $2,495+58.7% | $7,234-45.3% |