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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 | $63,313 | $49,976+26.7% | $66,674-5.0% | $82,637-23.4% |
| Participation rate | 65.9% | 63.1%+2.8pp | 73.7%-7.8pp | 68.1%-2.2pp |
| Annual return | 9.48% | 39.09%-29.6pp | 321.24%-311.8pp | 53.51%-44.0pp |
| Employer contribution / active EE | $895 | $1,988-55.0% | $2,620-65.8% | $2,552-64.9% |
| Participant deferral / active EE | $1,718 | $2,847-39.7% | $4,084-57.9% | $4,126-58.4% |
| Admin fee / account holder | $2,161 | $4,594-53.0% | $5,098-57.6% | $7,339-70.6% |