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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 | $74,127 | $53,063+39.7% | $124,206-40.3% | $82,637-10.3% |
| Participation rate | 44.3% | 58.4%-14.1pp | 69.6%-25.3pp | 68.1%-23.8pp |
| Annual return | 10.53% | 68.87%-58.3pp | 515.27%-504.7pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,433 | $1,530-6.4% | $3,540-59.5% | $2,552-43.9% |
| Participant deferral / active EE | $2,009 | $2,644-24.0% | $3,968-49.4% | $4,126-51.3% |
| Admin fee / account holder | $2,950 | $4,281-31.1% | $5,929-50.2% | $7,339-59.8% |