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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 | $50,925 | $65,575-22.3% | $86,209-40.9% | $75,181-32.3% |
| Participation rate | 61.2% | 60.5%+0.7pp | 69.0%-7.8pp | 67.2%-6.0pp |
| Annual return | 11.94% | 46.07%-34.1pp | 1169.05%-1157.1pp | 160.69%-148.7pp |
| Employer contribution / active EE | $723 | $1,553-53.5% | $2,381-69.6% | $2,671-72.9% |
| Participant deferral / active EE | $3,078 | $3,023+1.8% | $3,986-22.8% | $4,126-25.4% |
| Admin fee / account holder | $10,333 | $5,470+88.9% | $6,853+50.8% | $5,650+82.9% |