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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 | $75,827 | $60,139+26.1% | $90,461-16.2% | $79,856-5.0% |
| Participation rate | 52.2% | 65.0%-12.8pp | 72.7%-20.5pp | 69.6%-17.4pp |
| Annual return | 5.96% | 71.96%-66.0pp | 1294.76%-1288.8pp | 31.71%-25.7pp |
| Employer contribution / active EE | $749 | $2,069-63.8% | $3,264-77.0% | $2,471-69.7% |
| Participant deferral / active EE | $2,469 | $2,939-16.0% | $3,964-37.7% | $3,741-34.0% |
| Admin fee / account holder | $4,429 | $3,978+11.3% | $5,617-21.2% | $5,306-16.5% |