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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 | $57,242 | $48,364+18.4% | $71,796-20.3% | $62,881-9.0% |
| Participation rate | 61.8% | 60.6%+1.2pp | 69.1%-7.3pp | 69.3%-7.5pp |
| Annual return | 4.19% | 13.16%-9.0pp | 78.04%-73.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $548 | $1,042-47.4% | $1,924-71.5% | $2,281-76.0% |
| Participant deferral / active EE | $2,167 | $2,091+3.6% | $2,794-22.5% | $3,203-32.3% |
| Admin fee / account holder | $2,208 | $3,771-41.5% | $4,815-54.2% | $4,296-48.6% |