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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 | $60,475 | $28,624+111.3% | $53,647+12.7% | $82,637-26.8% |
| Participation rate | 32.2% | 47.3%-15.1pp | 56.3%-24.1pp | 68.1%-35.9pp |
| Annual return | 13.42% | 664.98%-651.6pp | 358.33%-344.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,002 | $637+57.4% | $962+4.1% | $2,552-60.7% |
| Participant deferral / active EE | $1,979 | $1,196+65.5% | $1,813+9.2% | $4,126-52.0% |
| Admin fee / account holder | $2,810 | $2,022+39.0% | $2,460+14.2% | $7,339-61.7% |