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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 | $79,953 | $60,119+33.0% | $90,430-11.6% | $79,858+0.1% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | 5.27% | 71.94%-66.7pp | 1293.73%-1288.5pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,043 | $2,068-49.6% | $3,262-68.0% | $2,471-57.8% |
| Participant deferral / active EE | $2,714 | $2,938-7.6% | $3,963-31.5% | $3,740-27.4% |
| Admin fee / account holder | $4,914 | $3,976+23.6% | $5,613-12.5% | $5,306-7.4% |