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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 | $23,113 | $55,423-58.3% | $155,602-85.1% | $74,400-68.9% |
| Participation rate | 43.3% | 61.9%-18.6pp | 78.2%-34.9pp | 67.2%-23.9pp |
| Annual return | 10.99% | 269.07%-258.1pp | 64.81%-53.8pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $1,539 | $2,266-32.1% | $4,675-67.1% | $2,624-41.4% |
| Participant deferral / active EE | $1,639 | $2,835-42.2% | $5,629-70.9% | $4,348-62.3% |
| Admin fee / account holder | $1,958 | $1,744+12.3% | $15,923-87.7% | $1,944+0.8% |