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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 | $49,755 | $28,624+73.8% | $53,647-7.3% | $82,637-39.8% |
| Participation rate | 40.5% | 47.3%-6.7pp | 56.3%-15.7pp | 68.1%-27.5pp |
| Annual return | 10.63% | 664.98%-654.4pp | 358.33%-347.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,051 | $637+65.2% | $962+9.3% | $2,552-58.8% |
| Participant deferral / active EE | $2,235 | $1,196+86.8% | $1,813+23.2% | $4,126-45.8% |
| Admin fee / account holder | $6,133 | $2,022+203.4% | $2,460+149.3% | $7,339-16.4% |