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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 | $83,638 | $58,275+43.5% | $81,844+2.2% | $80,935+3.3% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 10.51% | 41.82%-31.3pp | 778.87%-768.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,431 | $2,346-39.0% | $2,916-50.9% | $2,757-48.1% |
| Participant deferral / active EE | $3,271 | $3,285-0.5% | $4,323-24.4% | $4,299-23.9% |
| Admin fee / account holder | $5,475 | $4,749+15.3% | $7,355-25.6% | $6,924-20.9% |