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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 | $48,456 | $63,346-23.5% | $92,240-47.5% | $70,126-30.9% |
| Participation rate | 68.8% | 68.7%+0.1pp | 76.5%-7.7pp | 69.5%-0.8pp |
| Annual return | 10.92% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,584 | $2,471-35.9% | $3,680-57.0% | $2,343-32.4% |
| Participant deferral / active EE | $2,816 | $2,854-1.3% | $3,897-27.7% | $3,332-15.5% |
| Admin fee / account holder | $694 | $3,841-81.9% | $5,194-86.6% | $4,645-85.1% |