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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 | $74,163 | $53,063+39.8% | $124,206-40.3% | $82,637-10.3% |
| Participation rate | 57.4% | 58.4%-1.0pp | 69.6%-12.2pp | 68.1%-10.6pp |
| Annual return | 12.45% | 68.87%-56.4pp | 515.27%-502.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,660 | $1,530+73.8% | $3,540-24.9% | $2,552+4.2% |
| Participant deferral / active EE | $4,031 | $2,644+52.4% | $3,968+1.6% | $4,126-2.3% |
| Admin fee / account holder | $2,690 | $4,281-37.2% | $5,929-54.6% | $7,339-63.3% |