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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 | $35,701 | $82,133-56.5% | $147,318-75.8% | $64,097-44.3% |
| Participation rate | 64.3% | 62.3%+2.0pp | 82.1%-17.8pp | 55.2%+9.1pp |
| Annual return | 13.68% | 78.78%-65.1pp | 70.43%-56.8pp | 34.64%-21.0pp |
| Employer contribution / active EE | $1,774 | $2,872-38.2% | $4,593-61.4% | $1,891-6.2% |
| Participant deferral / active EE | $3,583 | $5,407-33.7% | $7,906-54.7% | $3,080+16.3% |
| Admin fee / account holder | $5,697 | $3,730+52.7% | $13,708-58.4% | $3,454+64.9% |