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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 | $52,499 | $61,125-14.1% | $94,057-44.2% | $87,485-40.0% |
| Participation rate | 69.2% | 64.1%+5.2pp | 73.3%-4.1pp | 68.9%+0.3pp |
| Annual return | 10.32% | 35.20%-24.9pp | 480.62%-470.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $4,051 | $2,136+89.6% | $2,933+38.1% | $2,596+56.0% |
| Participant deferral / active EE | $3,998 | $3,260+22.6% | $4,709-15.1% | $4,274-6.4% |
| Admin fee / account holder | $13,532 | $5,629+140.4% | $7,244+86.8% | $7,775+74.0% |