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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 | $29,276 | $27,943+4.8% | $58,507-50.0% | $75,177-61.1% |
| Participation rate | 51.5% | 38.8%+12.7pp | 50.9%+0.6pp | 67.2%-15.7pp |
| Annual return | 14.22% | 44.22%-30.0pp | 4252.32%-4238.1pp | 160.75%-146.5pp |
| Employer contribution / active EE | $1,511 | $670+125.6% | $1,053+43.4% | $2,671-43.4% |
| Participant deferral / active EE | $4,781 | $1,202+297.8% | $1,922+148.7% | $4,126+15.9% |
| Admin fee / account holder | $3,563 | $1,727+106.3% | $2,486+43.3% | $5,651-37.0% |