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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 | $65,322 | $65,555-0.4% | $86,216-24.2% | $75,173-13.1% |
| Participation rate | 68.0% | 60.5%+7.5pp | 69.0%-1.0pp | 67.2%+0.8pp |
| Annual return | 10.35% | 46.07%-35.7pp | 1169.42%-1159.1pp | 160.72%-150.4pp |
| Employer contribution / active EE | $892 | $1,553-42.6% | $2,382-62.5% | $2,671-66.6% |
| Participant deferral / active EE | $2,763 | $3,023-8.6% | $3,986-30.7% | $4,126-33.0% |
| Admin fee / account holder | $16,775 | $5,469+206.7% | $6,853+144.8% | $5,651+196.9% |