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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 | $92,056 | $58,927+56.2% | $76,823+19.8% | $72,983+26.1% |
| Participation rate | 64.5% | 67.3%-2.8pp | 72.1%-7.6pp | 69.5%-5.0pp |
| Annual return | 3.43% | 2305.64%-2302.2pp | 1166.42%-1163.0pp | 81.01%-77.6pp |
| Employer contribution / active EE | $6,452 | $1,787+261.1% | $2,302+180.2% | $2,440+164.4% |
| Participant deferral / active EE | $2,229 | $2,690-17.1% | $3,336-33.2% | $3,608-38.2% |
| Admin fee / account holder | $1,437 | $4,013-64.2% | $6,422-77.6% | $5,124-72.0% |