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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 | $113,832 | $28,624+297.7% | $53,647+112.2% | $82,637+37.7% |
| Participation rate | 64.3% | 47.3%+17.0pp | 56.3%+8.0pp | 68.1%-3.8pp |
| Annual return | 10.01% | 664.98%-655.0pp | 358.33%-348.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $968 | $637+52.0% | $962+0.6% | $2,552-62.1% |
| Participant deferral / active EE | $5,173 | $1,196+332.4% | $1,813+185.3% | $4,126+25.4% |
| Admin fee / account holder | $6,503 | $2,022+221.7% | $2,460+164.4% | $7,339-11.4% |