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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 | $53,302 | $34,316+55.3% | $74,723-28.7% | $72,976-27.0% |
| Participation rate | 67.6% | 42.4%+25.2pp | 54.5%+13.1pp | 69.5%-1.9pp |
| Annual return | 5.92% | 26.58%-20.7pp | 753.18%-747.3pp | 81.02%-75.1pp |
| Employer contribution / active EE | $1,072 | $692+55.0% | $1,084-1.1% | $2,440-56.1% |
| Participant deferral / active EE | $4,288 | $1,272+237.2% | $1,962+118.6% | $3,608+18.9% |
| Admin fee / account holder | $6,567 | $2,125+209.1% | $3,335+96.9% | $5,124+28.2% |