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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 | $68,183 | $29,319+132.6% | $52,425+30.1% | $82,448-17.3% |
| Participation rate | 49.2% | 46.9%+2.3pp | 55.6%-6.4pp | 68.1%-18.9pp |
| Annual return | 11.50% | 535.20%-523.7pp | 302.12%-290.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $257 | $586-56.1% | $914-71.9% | $2,551-89.9% |
| Participant deferral / active EE | $2,357 | $1,171+101.3% | $1,790+31.7% | $4,139-43.0% |
| Admin fee / account holder | $5,439 | $1,962+177.2% | $2,495+118.0% | $7,234-24.8% |