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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 | $57,326 | $65,434-12.4% | $98,483-41.8% | $85,847-33.2% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 5.90% | 21.75%-15.9pp | 1494.38%-1488.5pp | 318.61%-312.7pp |
| Employer contribution / active EE | $1,708 | $2,169-21.2% | $2,961-42.3% | $2,565-33.4% |
| Participant deferral / active EE | $4,127 | $3,168+30.3% | $4,276-3.5% | $3,952+4.4% |
| Admin fee / account holder | $1,332 | $4,595-71.0% | $5,953-77.6% | $6,261-78.7% |