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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 | $54,090 | $29,319+84.5% | $52,425+3.2% | $82,448-34.4% |
| Participation rate | 58.3% | 46.9%+11.5pp | 55.6%+2.7pp | 68.1%-9.7pp |
| Annual return | 13.42% | 535.20%-521.8pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,051 | $586+79.3% | $914+15.0% | $2,551-58.8% |
| Participant deferral / active EE | $1,889 | $1,171+61.2% | $1,790+5.5% | $4,139-54.4% |
| Admin fee / account holder | $1,771 | $1,962-9.7% | $2,495-29.0% | $7,234-75.5% |