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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 | $62,380 | $43,496+43.4% | $161,489-61.4% | $64,340-3.0% |
| Participation rate | 60.4% | 53.5%+6.8pp | 78.7%-18.3pp | 55.2%+5.1pp |
| Annual return | -1.90% | 20.76%-22.7pp | 89.72%-91.6pp | 24.14%-26.0pp |
| Employer contribution / active EE | $2,118 | $1,431+48.0% | $4,268-50.4% | $1,862+13.8% |
| Participant deferral / active EE | $3,405 | $1,996+70.6% | $5,630-39.5% | $2,980+14.3% |
| Admin fee / account holder | $13,020 | $2,330+458.7% | $16,006-18.7% | $3,703+251.6% |