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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 | $52,345 | $183,592-71.5% | $155,567-66.4% | $145,959-64.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.71% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,562 | $5,315-51.8% | $4,674-45.2% | $4,661-45.0% |
| Participant deferral / active EE | $8,571 | $6,464+32.6% | $5,628+52.3% | $6,689+28.1% |
| Admin fee / account holder | $25,181 | $19,318+30.3% | $15,916+58.2% | $13,398+87.9% |