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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 | $62,279 | $60,139+3.6% | $90,461-31.2% | $79,856-22.0% |
| Participation rate | 60.9% | 65.0%-4.1pp | 72.7%-11.8pp | 69.6%-8.7pp |
| Annual return | 9.02% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $848 | $2,069-59.0% | $3,264-74.0% | $2,471-65.7% |
| Participant deferral / active EE | $3,401 | $2,939+15.7% | $3,964-14.2% | $3,741-9.1% |
| Admin fee / account holder | $7,602 | $3,978+91.1% | $5,617+35.3% | $5,306+43.3% |