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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 | $19,280 | $27,924-31.0% | $58,544-67.1% | $75,181-74.4% |
| Participation rate | 58.3% | 38.8%+19.5pp | 50.9%+7.5pp | 67.2%-8.9pp |
| Annual return | 13.77% | 44.20%-30.4pp | 4249.56%-4235.8pp | 160.69%-146.9pp |
| Employer contribution / active EE | $2,252 | $669+236.5% | $1,053+113.8% | $2,671-15.7% |
| Participant deferral / active EE | $3,427 | $1,202+185.2% | $1,923+78.2% | $4,126-16.9% |
| Admin fee / account holder | $5,580 | $1,726+223.2% | $2,520+121.5% | $5,650-1.2% |