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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 | $30,423+64.1% | $56,025-10.9% | $74,478-33.0% |
| Participation rate | 54.7% | 32.9%+21.8pp | 52.5%+2.2pp | 67.2%-12.5pp |
| Annual return | 9.47% | 24.97%-15.5pp | 1712.69%-1703.2pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $1,520 | $610+149.0% | $1,042+45.9% | $2,626-42.1% |
| Participant deferral / active EE | $2,571 | $1,176+118.6% | $1,955+31.5% | $4,350-40.9% |
| Admin fee / account holder | $5,150 | $2,363+117.9% | $2,828+82.1% | $1,946+164.6% |