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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 | $66,221 | $63,346+4.5% | $92,240-28.2% | $70,126-5.6% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.3pp | 69.5%-0.3pp |
| Annual return | 9.09% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.1pp |
| Employer contribution / active EE | $7,307 | $2,471+195.7% | $3,680+98.6% | $2,343+211.9% |
| Participant deferral / active EE | $2,953 | $2,854+3.5% | $3,897-24.2% | $3,332-11.4% |
| Admin fee / account holder | $1,745 | $3,841-54.6% | $5,194-66.4% | $4,646-62.4% |