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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 | $67,997 | $57,305+18.7% | $86,640-21.5% | $75,173-9.5% |
| Participation rate | 58.3% | 63.2%-4.9pp | 71.7%-13.4pp | 67.2%-8.9pp |
| Annual return | 11.97% | 2674.24%-2662.3pp | 592.52%-580.5pp | 160.72%-148.7pp |
| Employer contribution / active EE | $1,444 | $2,316-37.7% | $3,024-52.3% | $2,671-46.0% |
| Participant deferral / active EE | $2,607 | $3,320-21.5% | $4,438-41.3% | $4,126-36.8% |
| Admin fee / account holder | $651 | $4,116-84.2% | $5,616-88.4% | $5,651-88.5% |