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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 | $70,153 | $52,353+34.0% | $120,225-41.6% | $82,448-14.9% |
| Participation rate | 55.7% | 58.3%-2.6pp | 69.6%-13.9pp | 68.1%-12.4pp |
| Annual return | 11.84% | 61.85%-50.0pp | 439.23%-427.4pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,606 | $1,510+72.6% | $3,475-25.0% | $2,551+2.1% |
| Participant deferral / active EE | $5,064 | $2,627+92.8% | $3,999+26.6% | $4,139+22.3% |
| Admin fee / account holder | $6,898 | $4,363+58.1% | $5,696+21.1% | $7,234-4.6% |