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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 | $25,206 | $48,364-47.9% | $71,796-64.9% | $62,881-59.9% |
| Participation rate | 63.9% | 60.6%+3.3pp | 69.1%-5.2pp | 69.3%-5.4pp |
| Annual return | 2.07% | 13.16%-11.1pp | 78.04%-76.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $4,954 | $1,042+375.5% | $1,924+157.4% | $2,281+117.2% |
| Participant deferral / active EE | $2,335 | $2,091+11.7% | $2,794-16.4% | $3,203-27.1% |
| Admin fee / account holder | $5,057 | $3,771+34.1% | $4,815+5.0% | $4,296+17.7% |