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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 | $59,448-14.2% | $93,696-45.6% | $74,459-31.5% |
| Participation rate | 69.8% | 59.6%+10.2pp | 68.7%+1.1pp | 67.2%+2.6pp |
| Annual return | 10.05% | 82.11%-72.1pp | 133.74%-123.7pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $2,946 | $1,266+132.7% | $2,422+21.7% | $2,626+12.2% |
| Participant deferral / active EE | $2,577 | $3,052-15.6% | $4,417-41.7% | $4,350-40.8% |
| Admin fee / account holder | $4,832 | $3,027+59.6% | $8,287-41.7% | $1,945+148.5% |