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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 | $75,771 | $58,234+30.1% | $81,783-7.4% | $80,874-6.3% |
| Participation rate | 64.5% | 63.4%+1.1pp | 72.4%-7.8pp | 67.6%-3.1pp |
| Annual return | 7.19% | 41.70%-34.5pp | 775.05%-767.9pp | 35.62%-28.4pp |
| Employer contribution / active EE | $1,522 | $2,341-35.0% | $2,913-47.7% | $2,756-44.8% |
| Participant deferral / active EE | $3,126 | $3,283-4.8% | $4,320-27.7% | $4,297-27.3% |
| Admin fee / account holder | $1,141 | $4,982-77.1% | $7,380-84.5% | $6,935-83.5% |