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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 | $29,319+37.6% | $52,425-23.0% | $82,448-51.1% |
| Participation rate | 65.7% | 46.9%+18.9pp | 55.6%+10.1pp | 68.1%-2.4pp |
| Annual return | 13.51% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,055 | $586+250.5% | $914+124.8% | $2,551-19.4% |
| Participant deferral / active EE | $4,778 | $1,171+307.9% | $1,790+166.9% | $4,139+15.4% |
| Admin fee / account holder | $4,044 | $1,962+106.1% | $2,495+62.1% | $7,234-44.1% |