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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 | $49,923 | $34,932+42.9% | $56,441-11.5% | $74,546-33.0% |
| Participation rate | 54.7% | 32.9%+21.9pp | 52.5%+2.2pp | 67.2%-12.5pp |
| Annual return | 9.47% | 24.90%-15.4pp | 1704.21%-1694.7pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $1,520 | $608+149.8% | $1,039+46.2% | $2,624-42.1% |
| Participant deferral / active EE | $2,571 | $1,173+119.2% | $1,953+31.6% | $4,347-40.9% |
| Admin fee / account holder | $5,150 | $2,359+118.3% | $2,829+82.0% | $1,944+165.0% |