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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 | $51,007 | $59,402-14.1% | $93,654-45.5% | $74,546-31.6% |
| Participation rate | 69.8% | 59.7%+10.2pp | 68.7%+1.1pp | 67.2%+2.6pp |
| Annual return | 10.05% | 81.86%-71.8pp | 133.34%-123.3pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $2,946 | $1,265+133.0% | $2,421+21.7% | $2,624+12.3% |
| Participant deferral / active EE | $2,577 | $3,049-15.5% | $4,413-41.6% | $4,347-40.7% |
| Admin fee / account holder | $4,832 | $3,023+59.9% | $8,282-41.7% | $1,944+148.6% |