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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 | $71,353 | $58,311+22.4% | $81,882-12.9% | $80,959-11.9% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 9.71% | 41.85%-32.1pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,449 | $2,347-38.2% | $2,916-50.3% | $2,757-47.4% |
| Participant deferral / active EE | $2,341 | $3,287-28.8% | $4,323-45.8% | $4,300-45.6% |
| Admin fee / account holder | $2,027 | $4,752-57.3% | $7,360-72.5% | $6,925-70.7% |