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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 | $59,402-15.9% | $93,654-46.7% | $74,546-33.0% |
| Participation rate | 66.7% | 59.7%+7.0pp | 68.7%-2.1pp | 67.2%-0.5pp |
| Annual return | 9.25% | 81.86%-72.6pp | 133.34%-124.1pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $1,383 | $1,265+9.4% | $2,421-42.9% | $2,624-47.3% |
| Participant deferral / active EE | $2,700 | $3,049-11.4% | $4,413-38.8% | $4,347-37.9% |
| Admin fee / account holder | $6,390 | $3,023+111.4% | $8,282-22.9% | $1,944+228.8% |