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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 | $160,578 | $29,319+447.7% | $52,425+206.3% | $82,448+94.8% |
| Participation rate | 48.4% | 46.9%+1.5pp | 55.6%-7.2pp | 68.1%-19.7pp |
| Annual return | 13.18% | 535.20%-522.0pp | 302.12%-288.9pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,215 | $586+107.2% | $914+32.9% | $2,551-52.4% |
| Participant deferral / active EE | $4,382 | $1,171+274.1% | $1,790+144.8% | $4,139+5.9% |
| Admin fee / account holder | $5,268 | $1,962+168.5% | $2,495+111.2% | $7,234-27.2% |