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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 | $53,870 | $29,319+83.7% | $52,425+2.8% | $82,448-34.7% |
| Participation rate | 65.5% | 46.9%+18.7pp | 55.6%+9.9pp | 68.1%-2.6pp |
| Annual return | 12.77% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,027 | $586+75.2% | $914+12.4% | $2,551-59.7% |
| Participant deferral / active EE | $2,736 | $1,171+133.6% | $1,790+52.8% | $4,139-33.9% |
| Admin fee / account holder | $8,119 | $1,962+313.8% | $2,495+225.4% | $7,234+12.2% |