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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 | $102,550 | $51,631+98.6% | $129,397-20.7% | $80,925+26.7% |
| Participation rate | 65.3% | 56.9%+8.4pp | 69.6%-4.3pp | 67.7%-2.4pp |
| Annual return | 10.25% | 20.77%-10.5pp | 9453.98%-9443.7pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,678 | $1,583+6.0% | $4,154-59.6% | $2,756-39.1% |
| Participant deferral / active EE | $3,907 | $2,670+46.3% | $4,167-6.3% | $4,299-9.1% |
| Admin fee / account holder | $8,611 | $4,309+99.8% | $7,679+12.1% | $6,940+24.1% |