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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 | $80,418 | $58,275+38.0% | $81,844-1.7% | $80,935-0.6% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 10.62% | 41.82%-31.2pp | 778.87%-768.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,671 | $2,346-28.8% | $2,916-42.7% | $2,757-39.4% |
| Participant deferral / active EE | $4,177 | $3,285+27.1% | $4,323-3.4% | $4,299-2.9% |
| Admin fee / account holder | $782 | $4,749-83.5% | $7,355-89.4% | $6,924-88.7% |