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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 | $40,346 | $28,624+41.0% | $53,647-24.8% | $82,637-51.2% |
| Participation rate | 65.7% | 47.3%+18.4pp | 56.3%+9.4pp | 68.1%-2.3pp |
| Annual return | 13.51% | 664.98%-651.5pp | 358.33%-344.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,055 | $637+222.8% | $962+113.6% | $2,552-19.5% |
| Participant deferral / active EE | $4,778 | $1,196+299.4% | $1,813+163.5% | $4,126+15.8% |
| Admin fee / account holder | $4,044 | $2,022+100.0% | $2,460+64.4% | $7,339-44.9% |