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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 | $71,989 | $58,275+23.5% | $81,844-12.0% | $80,935-11.1% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 10.56% | 41.82%-31.3pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,279 | $2,346-45.5% | $2,916-56.1% | $2,757-53.6% |
| Participant deferral / active EE | $1,505 | $3,285-54.2% | $4,323-65.2% | $4,299-65.0% |
| Admin fee / account holder | $462 | $4,749-90.3% | $7,355-93.7% | $6,924-93.3% |