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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 | $96,068 | $58,311+64.8% | $81,882+17.3% | $80,959+18.7% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 8.74% | 41.85%-33.1pp | 779.47%-770.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,633 | $2,347-30.4% | $2,916-44.0% | $2,757-40.8% |
| Participant deferral / active EE | $3,055 | $3,287-7.1% | $4,323-29.3% | $4,300-29.0% |
| Admin fee / account holder | $2,636 | $4,752-44.5% | $7,360-64.2% | $6,925-61.9% |