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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 | $52,149 | $58,275-10.5% | $81,844-36.3% | $80,935-35.6% |
| Participation rate | 67.5% | 63.5%+4.0pp | 72.4%-4.9pp | 67.7%-0.2pp |
| Annual return | 9.95% | 41.82%-31.9pp | 778.87%-768.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,809 | $2,346-22.9% | $2,916-38.0% | $2,757-34.4% |
| Participant deferral / active EE | $2,649 | $3,285-19.4% | $4,323-38.7% | $4,299-38.4% |
| Admin fee / account holder | $2,286 | $4,749-51.9% | $7,355-68.9% | $6,924-67.0% |