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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 | $36,083 | $98,776-63.5% | $149,745-75.9% | $79,856-54.8% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 9.80% | 27.38%-17.6pp | 276.72%-266.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $5,556 | $3,217+72.7% | $4,646+19.6% | $2,471+124.8% |
| Participant deferral / active EE | $4,363 | $5,681-23.2% | $6,843-36.2% | $3,741+16.7% |
| Admin fee / account holder | $6,376 | $6,053+5.3% | $9,312-31.5% | $5,306+20.1% |