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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 | $57,079 | $56,431+1.1% | $130,788-56.4% | $87,485-34.8% |
| Participation rate | 55.9% | 58.9%-3.0pp | 70.1%-14.2pp | 68.9%-13.0pp |
| Annual return | 12.07% | 91.27%-79.2pp | 386.44%-374.4pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,936 | $1,549+25.0% | $3,558-45.6% | $2,596-25.4% |
| Participant deferral / active EE | $3,248 | $2,749+18.1% | $4,137-21.5% | $4,274-24.0% |
| Admin fee / account holder | $4,708 | $4,433+6.2% | $6,673-29.5% | $7,775-39.5% |