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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 | $83,454 | $49,199+69.6% | $121,204-31.1% | $75,173+11.0% |
| Participation rate | 57.1% | 55.4%+1.7pp | 69.5%-12.4pp | 67.2%-10.1pp |
| Annual return | 13.66% | 56.04%-42.4pp | 987.18%-973.5pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,038 | $1,547-32.9% | $4,170-75.1% | $2,671-61.1% |
| Participant deferral / active EE | $1,153 | $2,630-56.1% | $4,083-71.8% | $4,126-72.1% |
| Admin fee / account holder | $5,985 | $3,946+51.7% | $5,651+5.9% | $5,651+5.9% |