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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 | $87,627 | $28,624+206.1% | $53,647+63.3% | $82,637+6.0% |
| Participation rate | 39.5% | 47.3%-7.8pp | 56.3%-16.8pp | 68.1%-28.6pp |
| Annual return | 12.64% | 664.98%-652.3pp | 358.33%-345.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $728 | $637+14.3% | $962-24.4% | $2,552-71.5% |
| Participant deferral / active EE | $2,521 | $1,196+110.7% | $1,813+39.0% | $4,126-38.9% |
| Admin fee / account holder | $997 | $2,022-50.7% | $2,460-59.5% | $7,339-86.4% |