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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 | $49,557 | $65,555-24.4% | $86,216-42.5% | $75,173-34.1% |
| Participation rate | 67.6% | 60.5%+7.1pp | 69.0%-1.4pp | 67.2%+0.4pp |
| Annual return | 6.70% | 46.07%-39.4pp | 1169.42%-1162.7pp | 160.72%-154.0pp |
| Employer contribution / active EE | $3,450 | $1,553+122.1% | $2,382+44.9% | $2,671+29.2% |
| Participant deferral / active EE | $3,922 | $3,023+29.7% | $3,986-1.6% | $4,126-5.0% |
| Admin fee / account holder | $3,249 | $5,469-40.6% | $6,853-52.6% | $5,651-42.5% |