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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 | $75,476 | $63,346+19.1% | $92,240-18.2% | $70,126+7.6% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 10.50% | 530.19%-519.7pp | 176.29%-165.8pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,043 | $2,471-57.8% | $3,680-71.7% | $2,343-55.5% |
| Participant deferral / active EE | $2,989 | $2,854+4.7% | $3,897-23.3% | $3,332-10.3% |
| Admin fee / account holder | $1,736 | $3,841-54.8% | $5,194-66.6% | $4,645-62.6% |