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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 | $60,802 | $85,766-29.1% | $136,298-55.4% | $70,126-13.3% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 13.82% | 31.46%-17.6pp | 5156.27%-5142.4pp | 73.15%-59.3pp |
| Employer contribution / active EE | $2,896 | $2,966-2.3% | $4,696-38.3% | $2,343+23.6% |
| Participant deferral / active EE | $6,816 | $5,051+34.9% | $6,247+9.1% | $3,332+104.6% |
| Admin fee / account holder | $3,120 | $5,421-42.4% | $9,244-66.3% | $4,645-32.8% |