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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 | $52,285 | $49,881+4.8% | $80,589-35.1% | $75,173-30.4% |
| Participation rate | 63.3% | 55.3%+8.0pp | 67.0%-3.7pp | 67.2%-3.9pp |
| Annual return | 7.65% | 34.68%-27.0pp | 935.83%-928.2pp | 160.65%-153.0pp |
| Employer contribution / active EE | $2,627 | $1,698+54.7% | $2,724-3.6% | $2,670-1.6% |
| Participant deferral / active EE | $5,212 | $2,991+74.3% | $4,449+17.1% | $4,126+26.3% |
| Admin fee / account holder | $857 | $3,577-76.0% | $5,379-84.1% | $5,651-84.8% |