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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 | $74,890 | $29,319+155.4% | $52,425+42.9% | $82,448-9.2% |
| Participation rate | 35.8% | 46.9%-11.1pp | 55.6%-19.8pp | 68.1%-32.3pp |
| Annual return | 11.95% | 535.20%-523.2pp | 302.12%-290.2pp | 41.64%-29.7pp |
| Employer contribution / active EE | $676 | $586+15.2% | $914-26.1% | $2,551-73.5% |
| Participant deferral / active EE | $2,006 | $1,171+71.3% | $1,790+12.0% | $4,139-51.5% |
| Admin fee / account holder | $17,680 | $1,962+801.1% | $2,495+608.7% | $7,234+144.4% |