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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 | $66,748 | $29,319+127.7% | $52,425+27.3% | $82,448-19.0% |
| Participation rate | 52.3% | 46.9%+5.4pp | 55.6%-3.4pp | 68.1%-15.8pp |
| Annual return | 13.89% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,761 | $586+200.3% | $914+92.6% | $2,551-31.0% |
| Participant deferral / active EE | $3,182 | $1,171+171.7% | $1,790+77.7% | $4,139-23.1% |
| Admin fee / account holder | $688 | $1,962-64.9% | $2,495-72.4% | $7,234-90.5% |