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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 | $59,512 | $58,275+2.1% | $81,844-27.3% | $80,935-26.5% |
| Participation rate | 35.7% | 63.5%-27.8pp | 72.4%-36.7pp | 67.7%-31.9pp |
| Annual return | 8.34% | 41.82%-33.5pp | 778.87%-770.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $2,393 | $2,346+2.0% | $2,916-17.9% | $2,757-13.2% |
| Participant deferral / active EE | $4,667 | $3,285+42.0% | $4,323+7.9% | $4,299+8.5% |
| Admin fee / account holder | $7,299 | $4,749+53.7% | $7,355-0.8% | $6,924+5.4% |