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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 | $78,534 | $58,311+34.7% | $81,882-4.1% | $80,959-3.0% |
| Participation rate | 63.9% | 63.5%+0.4pp | 72.4%-8.5pp | 67.7%-3.8pp |
| Annual return | 9.25% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,876 | $2,347+22.6% | $2,916-1.4% | $2,757+4.3% |
| Participant deferral / active EE | $4,083 | $3,287+24.2% | $4,323-5.6% | $4,300-5.1% |
| Admin fee / account holder | $2,345 | $4,752-50.7% | $7,360-68.1% | $6,925-66.1% |