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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 | $79,560 | $55,930+42.2% | $76,089+4.6% | $80,925-1.7% |
| Participation rate | 58.8% | 62.1%-3.2pp | 69.1%-10.3pp | 67.7%-8.8pp |
| Annual return | 9.49% | 20.58%-11.1pp | 360.94%-351.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $546 | $1,866-70.8% | $2,690-79.7% | $2,756-80.2% |
| Participant deferral / active EE | $6,208 | $3,051+103.5% | $4,259+45.7% | $4,299+44.4% |
| Admin fee / account holder | $17,389 | $5,241+231.8% | $6,418+171.0% | $6,940+150.6% |