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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 | $76,511 | $27,936+173.9% | $58,561+30.7% | $75,173+1.8% |
| Participation rate | 64.3% | 38.8%+25.4pp | 50.9%+13.4pp | 67.2%-2.9pp |
| Annual return | 14.66% | 44.21%-29.6pp | 4251.33%-4236.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,411 | $670+110.7% | $1,053+33.9% | $2,671-47.2% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $802 | $1,727-53.6% | $2,520-68.2% | $5,651-85.8% |