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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 | $66,484 | $48,053+38.4% | $84,628-21.4% | $72,975-8.9% |
| Participation rate | 62.5% | 57.6%+4.9pp | 68.2%-5.7pp | 69.5%-7.0pp |
| Annual return | 11.26% | 37.39%-26.1pp | 258.80%-247.5pp | 81.01%-69.8pp |
| Employer contribution / active EE | $1,731 | $1,602+8.1% | $2,653-34.8% | $2,440-29.1% |
| Participant deferral / active EE | $1,587 | $2,681-40.8% | $3,900-59.3% | $3,608-56.0% |
| Admin fee / account holder | $2,166 | $3,395-36.2% | $4,914-55.9% | $5,124-57.7% |