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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 | $102,597 | $27,924+267.4% | $58,544+75.2% | $75,181+36.5% |
| Participation rate | 52.0% | 38.8%+13.2pp | 50.9%+1.1pp | 67.2%-15.2pp |
| Annual return | 14.90% | 44.20%-29.3pp | 4249.56%-4234.7pp | 160.69%-145.8pp |
| Employer contribution / active EE | $814 | $669+21.7% | $1,053-22.7% | $2,671-69.5% |
| Participant deferral / active EE | $3,007 | $1,202+150.3% | $1,923+56.4% | $4,126-27.1% |
| Admin fee / account holder | $357 | $1,726-79.3% | $2,520-85.8% | $5,650-93.7% |