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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 | $63,782 | $28,624+122.8% | $53,647+18.9% | $82,637-22.8% |
| Participation rate | 50.8% | 47.3%+3.6pp | 56.3%-5.4pp | 68.1%-17.2pp |
| Annual return | 10.09% | 664.98%-654.9pp | 358.33%-348.2pp | 53.51%-43.4pp |
| Employer contribution / active EE | $442 | $637-30.6% | $962-54.1% | $2,552-82.7% |
| Participant deferral / active EE | $1,324 | $1,196+10.7% | $1,813-27.0% | $4,126-67.9% |
| Admin fee / account holder | $3,627 | $2,022+79.4% | $2,460+47.4% | $7,339-50.6% |