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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 | $55,470-58.3% | $155,556-85.1% | $74,478-69.0% |
| Participation rate | 43.3% | 61.9%-18.6pp | 78.2%-34.9pp | 67.2%-23.9pp |
| Annual return | 10.99% | 269.80%-258.8pp | 64.84%-53.8pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $1,539 | $2,267-32.1% | $4,675-67.1% | $2,626-41.4% |
| Participant deferral / active EE | $1,639 | $2,838-42.2% | $5,631-70.9% | $4,350-62.3% |
| Admin fee / account holder | $1,958 | $1,744+12.3% | $15,885-87.7% | $1,946+0.6% |