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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 | $62,907 | $63,861-1.5% | $104,614-39.9% | $79,858-21.2% |
| Participation rate | 66.7% | 64.9%+1.7pp | 74.1%-7.4pp | 69.6%-3.0pp |
| Annual return | 7.66% | 21.30%-13.6pp | 340.56%-332.9pp | 31.72%-24.1pp |
| Employer contribution / active EE | $1,212 | $1,588-23.7% | $2,681-54.8% | $2,471-50.9% |
| Participant deferral / active EE | $4,033 | $2,693+49.7% | $3,739+7.9% | $3,740+7.8% |
| Admin fee / account holder | $2,870 | $4,185-31.4% | $6,464-55.6% | $5,306-45.9% |