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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 | $65,713 | $49,976+31.5% | $66,674-1.4% | $82,637-20.5% |
| Participation rate | 68.2% | 63.1%+5.1pp | 73.7%-5.5pp | 68.1%+0.1pp |
| Annual return | 4.62% | 39.09%-34.5pp | 321.24%-316.6pp | 53.51%-48.9pp |
| Employer contribution / active EE | $4,046 | $1,988+103.5% | $2,620+54.4% | $2,552+58.5% |
| Participant deferral / active EE | $2,523 | $2,847-11.4% | $4,084-38.2% | $4,126-38.9% |
| Admin fee / account holder | $18,478 | $4,594+302.3% | $5,098+262.4% | $7,339+151.8% |