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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 | $39,198 | $28,624+36.9% | $53,647-26.9% | $82,637-52.6% |
| Participation rate | 48.9% | 47.3%+1.7pp | 56.3%-7.3pp | 68.1%-19.1pp |
| Annual return | 14.30% | 664.98%-650.7pp | 358.33%-344.0pp | 53.51%-39.2pp |
| Employer contribution / active EE | $1,164 | $637+82.8% | $962+21.0% | $2,552-54.4% |
| Participant deferral / active EE | $3,066 | $1,196+156.3% | $1,813+69.1% | $4,126-25.7% |
| Admin fee / account holder | $5,984 | $2,022+196.0% | $2,460+143.3% | $7,339-18.5% |