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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 | $52,039 | $27,943+86.2% | $58,507-11.1% | $75,177-30.8% |
| Participation rate | 63.0% | 38.8%+24.1pp | 50.9%+12.1pp | 67.2%-4.2pp |
| Annual return | 7.61% | 44.22%-36.6pp | 4252.32%-4244.7pp | 160.75%-153.1pp |
| Employer contribution / active EE | $1,295 | $670+93.3% | $1,053+22.9% | $2,671-51.5% |
| Participant deferral / active EE | $1,964 | $1,202+63.5% | $1,922+2.2% | $4,126-52.4% |
| Admin fee / account holder | $710 | $1,727-58.9% | $2,486-71.4% | $5,651-87.4% |