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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 | $72,658 | $45,566+59.5% | $64,105+13.3% | $59,633+21.8% |
| Participation rate | 69.6% | 60.2%+9.4pp | 68.2%+1.4pp | 68.7%+0.9pp |
| Annual return | -3.50% | 4.95%-8.5pp | 791.24%-794.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,674 | $934+79.2% | $1,820-8.0% | $2,203-24.0% |
| Participant deferral / active EE | $3,231 | $2,057+57.1% | $2,822+14.5% | $3,192+1.2% |
| Admin fee / account holder | $1,213 | $3,268-62.9% | $4,499-73.0% | $4,297-71.8% |