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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 | $77,566 | $80,781-4.0% | $102,437-24.3% | $74,478+4.1% |
| Participation rate | 69.9% | 65.7%+4.2pp | 74.5%-4.6pp | 67.2%+2.7pp |
| Annual return | 10.61% | 27.58%-17.0pp | 24.95%-14.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,952 | $3,160-38.2% | $3,871-49.6% | $2,626-25.7% |
| Participant deferral / active EE | $5,925 | $3,862+53.4% | $5,060+17.1% | $4,350+36.2% |
| Admin fee / account holder | $10,316 | $2,372+334.9% | $8,388+23.0% | $1,946+430.2% |