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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 | $70,225 | $58,275+20.5% | $81,844-14.2% | $80,935-13.2% |
| Participation rate | 61.9% | 63.5%-1.6pp | 72.4%-10.5pp | 67.7%-5.8pp |
| Annual return | 9.97% | 41.82%-31.8pp | 778.87%-768.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $2,724 | $2,346+16.1% | $2,916-6.6% | $2,757-1.2% |
| Participant deferral / active EE | $4,029 | $3,285+22.6% | $4,323-6.8% | $4,299-6.3% |
| Admin fee / account holder | $2,072 | $4,749-56.4% | $7,355-71.8% | $6,924-70.1% |