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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 | $96,739 | $63,346+52.7% | $92,240+4.9% | $70,126+38.0% |
| Participation rate | 53.8% | 68.7%-14.8pp | 76.5%-22.6pp | 69.5%-15.7pp |
| Annual return | 8.89% | 530.19%-521.3pp | 176.29%-167.4pp | 73.15%-64.3pp |
| Employer contribution / active EE | $1,351 | $2,471-45.3% | $3,680-63.3% | $2,343-42.3% |
| Participant deferral / active EE | $2,978 | $2,854+4.4% | $3,897-23.6% | $3,332-10.6% |
| Admin fee / account holder | $4,948 | $3,841+28.8% | $5,194-4.7% | $4,645+6.5% |