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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 | $57,673 | $65,566-12.0% | $86,235-33.1% | $75,177-23.3% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 10.82% | 46.07%-35.2pp | 1170.03%-1159.2pp | 160.75%-149.9pp |
| Employer contribution / active EE | $1,787 | $1,553+15.0% | $2,381-25.0% | $2,671-33.1% |
| Participant deferral / active EE | $5,419 | $3,023+79.3% | $3,987+35.9% | $4,126+31.3% |
| Admin fee / account holder | $1,573 | $5,470-71.2% | $6,856-77.1% | $5,651-72.2% |