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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 | $68,543 | $61,755+11.0% | $97,161-29.5% | $80,911-15.3% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-21.0pp | 67.6%-15.9pp |
| Annual return | 10.07% | -557.90%+568.0pp | 75.36%-65.3pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,628 | $1,835-11.3% | $2,723-40.2% | $2,756-40.9% |
| Participant deferral / active EE | $4,048 | $3,026+33.7% | $4,265-5.1% | $4,297-5.8% |
| Admin fee / account holder | $6,738 | $5,166+30.4% | $5,647+19.3% | $6,935-2.8% |