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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 | $64,708 | $57,305+12.9% | $86,640-25.3% | $75,173-13.9% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 13.20% | 2674.24%-2661.0pp | 592.52%-579.3pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,548 | $2,316+10.0% | $3,024-15.7% | $2,671-4.6% |
| Participant deferral / active EE | $1,605 | $3,320-51.6% | $4,438-63.8% | $4,126-61.1% |
| Admin fee / account holder | $3,220 | $4,116-21.8% | $5,616-42.7% | $5,651-43.0% |