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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 | $27,276 | $89,367-69.5% | $141,191-80.7% | $72,975-62.6% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 17.36% | 111.87%-94.5pp | 71.41%-54.0pp | 81.01%-63.6pp |
| Employer contribution / active EE | $2,039 | $3,115-34.5% | $4,736-56.9% | $2,440-16.4% |
| Participant deferral / active EE | $4,895 | $5,419-9.7% | $6,710-27.0% | $3,608+35.7% |
| Admin fee / account holder | $6,706 | $5,957+12.6% | $10,264-34.7% | $5,124+30.9% |