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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 | $77,638 | $60,139+29.1% | $90,461-14.2% | $79,856-2.8% |
| Participation rate | 65.8% | 65.0%+0.8pp | 72.7%-6.9pp | 69.6%-3.9pp |
| Annual return | 6.21% | 71.96%-65.8pp | 1294.76%-1288.6pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,773 | $2,069-14.3% | $3,264-45.7% | $2,471-28.2% |
| Participant deferral / active EE | $2,166 | $2,939-26.3% | $3,964-45.4% | $3,741-42.1% |
| Admin fee / account holder | $552 | $3,978-86.1% | $5,617-90.2% | $5,306-89.6% |