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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 | $29,319+288.3% | $52,425+117.1% | $82,448+38.1% |
| Participation rate | 64.3% | 46.9%+17.4pp | 55.6%+8.7pp | 68.1%-3.8pp |
| Annual return | 10.01% | 535.20%-525.2pp | 302.12%-292.1pp | 41.64%-31.6pp |
| Employer contribution / active EE | $968 | $586+65.0% | $914+5.9% | $2,551-62.1% |
| Participant deferral / active EE | $5,173 | $1,171+341.6% | $1,790+188.9% | $4,139+25.0% |
| Admin fee / account holder | $6,503 | $1,962+231.4% | $2,495+160.7% | $7,234-10.1% |