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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 | $62,389 | $46,599+33.9% | $64,101-2.7% | $75,173-17.0% |
| Participation rate | 52.8% | 65.9%-13.2pp | 72.3%-19.5pp | 67.2%-14.4pp |
| Annual return | 10.74% | 26.06%-15.3pp | 33.72%-23.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $2,676 | $1,975+35.5% | $2,749-2.6% | $2,671+0.2% |
| Participant deferral / active EE | $8,477 | $2,837+198.8% | $3,881+118.4% | $4,126+105.4% |
| Admin fee / account holder | $3,106 | $2,956+5.1% | $3,070+1.2% | $5,651-45.0% |