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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 | $37,675 | $48,570-22.4% | $130,660-71.2% | $72,975-48.4% |
| Participation rate | 69.0% | 58.6%+10.4pp | 71.7%-2.8pp | 69.5%-0.5pp |
| Annual return | 5.93% | 38.63%-32.7pp | 1709.29%-1703.4pp | 81.01%-75.1pp |
| Employer contribution / active EE | $642 | $1,334-51.8% | $4,092-84.3% | $2,440-73.7% |
| Participant deferral / active EE | $6,219 | $2,384+160.9% | $3,603+72.6% | $3,608+72.4% |
| Admin fee / account holder | $2,035 | $3,549-42.7% | $5,463-62.7% | $5,124-60.3% |