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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 | $71,548 | $58,311+22.7% | $81,882-12.6% | $80,959-11.6% |
| Participation rate | 59.6% | 63.5%-3.9pp | 72.4%-12.8pp | 67.7%-8.1pp |
| Annual return | 9.41% | 41.85%-32.4pp | 779.47%-770.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $2,486 | $2,347+5.9% | $2,916-14.8% | $2,757-9.8% |
| Participant deferral / active EE | $5,615 | $3,287+70.8% | $4,323+29.9% | $4,300+30.6% |
| Admin fee / account holder | $25,026 | $4,752+426.6% | $7,360+240.0% | $6,925+261.4% |