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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 | $60,864 | $48,364+25.8% | $71,796-15.2% | $62,881-3.2% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 3.91% | 13.16%-9.2pp | 78.04%-74.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,071 | $1,042+2.8% | $1,924-44.3% | $2,281-53.0% |
| Participant deferral / active EE | $4,378 | $2,091+109.3% | $2,794+56.7% | $3,203+36.7% |
| Admin fee / account holder | $2,280 | $3,771-39.5% | $4,815-52.6% | $4,296-46.9% |