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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 | $56,116-8.0% | $135,768-62.0% | $86,983-40.6% |
| Participation rate | 67.2% | 60.1%+7.1pp | 71.1%-3.8pp | 69.5%-2.3pp |
| Annual return | 11.22% | 125.33%-114.1pp | 526.10%-514.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $476 | $1,528-68.8% | $3,394-86.0% | $2,584-81.6% |
| Participant deferral / active EE | $5,426 | $2,690+101.7% | $3,977+36.4% | $4,194+29.4% |
| Admin fee / account holder | $7,008 | $4,314+62.5% | $7,048-0.6% | $7,856-10.8% |