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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 | $81,939 | $58,275+40.6% | $81,844+0.1% | $80,935+1.2% |
| Participation rate | 64.1% | 63.5%+0.6pp | 72.4%-8.3pp | 67.7%-3.6pp |
| Annual return | 10.67% | 41.82%-31.1pp | 778.87%-768.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $2,242 | $2,346-4.4% | $2,916-23.1% | $2,757-18.7% |
| Participant deferral / active EE | $4,350 | $3,285+32.4% | $4,323+0.6% | $4,299+1.2% |
| Admin fee / account holder | $4,418 | $4,749-7.0% | $7,355-39.9% | $6,924-36.2% |