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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 | $49,936 | $59,467-16.0% | $93,727-46.7% | $74,478-33.0% |
| Participation rate | 66.7% | 59.6%+7.1pp | 68.7%-2.0pp | 67.2%-0.6pp |
| Annual return | 9.25% | 82.14%-72.9pp | 133.83%-124.6pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $1,383 | $1,267+9.2% | $2,421-42.9% | $2,626-47.3% |
| Participant deferral / active EE | $2,700 | $3,052-11.5% | $4,417-38.9% | $4,350-37.9% |
| Admin fee / account holder | $6,390 | $3,028+111.0% | $8,292-22.9% | $1,946+228.4% |