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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 | $63,858 | $47,105+35.6% | $68,368-6.6% | $67,986-6.1% |
| Participation rate | 62.9% | 51.8%+11.1pp | 73.8%-10.9pp | 57.2%+5.6pp |
| Annual return | 7.75% | 48.37%-40.6pp | 292.57%-284.8pp | 31.67%-23.9pp |
| Employer contribution / active EE | $6,491 | $1,859+249.2% | $2,649+145.0% | $2,019+221.5% |
| Participant deferral / active EE | $911 | $2,374-61.6% | $4,123-77.9% | $3,358-72.9% |
| Admin fee / account holder | $4,540 | $2,435+86.5% | $5,150-11.8% | $3,203+41.7% |