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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 | $62,036 | $28,624+116.7% | $53,647+15.6% | $82,637-24.9% |
| Participation rate | 38.7% | 47.3%-8.6pp | 56.3%-17.6pp | 68.1%-29.4pp |
| Annual return | 14.42% | 664.98%-650.6pp | 358.33%-343.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,296 | $637+103.5% | $962+34.7% | $2,552-49.2% |
| Participant deferral / active EE | $2,144 | $1,196+79.2% | $1,813+18.2% | $4,126-48.0% |
| Admin fee / account holder | $4,039 | $2,022+99.8% | $2,460+64.2% | $7,339-45.0% |