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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 | $51,644 | $56,431-8.5% | $130,788-60.5% | $87,485-41.0% |
| Participation rate | 67.2% | 58.9%+8.3pp | 70.1%-2.9pp | 68.9%-1.7pp |
| Annual return | 11.22% | 91.27%-80.1pp | 386.44%-375.2pp | 26.06%-14.8pp |
| Employer contribution / active EE | $476 | $1,549-69.3% | $3,558-86.6% | $2,596-81.7% |
| Participant deferral / active EE | $5,426 | $2,749+97.4% | $4,137+31.1% | $4,274+27.0% |
| Admin fee / account holder | $7,008 | $4,433+58.1% | $6,673+5.0% | $7,775-9.9% |