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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 | $70,047 | $63,346+10.6% | $92,240-24.1% | $70,126-0.1% |
| Participation rate | 62.3% | 68.7%-6.4pp | 76.5%-14.2pp | 69.5%-7.2pp |
| Annual return | 10.65% | 530.19%-519.5pp | 176.29%-165.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $1,490 | $2,471-39.7% | $3,680-59.5% | $2,343-36.4% |
| Participant deferral / active EE | $2,607 | $2,854-8.7% | $3,897-33.1% | $3,332-21.8% |
| Admin fee / account holder | $3,761 | $3,841-2.1% | $5,194-27.6% | $4,645-19.0% |