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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 | $87,084 | $60,128+44.8% | $90,440-3.7% | $79,852+9.1% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 7.38% | 71.95%-64.6pp | 1294.38%-1287.0pp | 31.72%-24.3pp |
| Employer contribution / active EE | $875 | $2,068-57.7% | $3,263-73.2% | $2,471-64.6% |
| Participant deferral / active EE | $1,215 | $2,939-58.6% | $3,964-69.3% | $3,740-67.5% |
| Admin fee / account holder | $2,104 | $3,977-47.1% | $5,615-62.5% | $5,306-60.3% |