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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 | $75,509 | $58,311+29.5% | $81,882-7.8% | $80,959-6.7% |
| Participation rate | 48.5% | 63.5%-15.0pp | 72.4%-23.9pp | 67.7%-19.2pp |
| Annual return | 9.43% | 41.85%-32.4pp | 779.47%-770.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,555 | $2,347+8.9% | $2,916-12.4% | $2,757-7.3% |
| Participant deferral / active EE | $2,897 | $3,287-11.9% | $4,323-33.0% | $4,300-32.6% |
| Admin fee / account holder | $11,976 | $4,752+152.0% | $7,360+62.7% | $6,925+72.9% |