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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 | $75,101 | $48,327+55.4% | $67,575+11.1% | $80,935-7.2% |
| Participation rate | 59.0% | 66.4%-7.4pp | 72.9%-13.9pp | 67.7%-8.7pp |
| Annual return | 9.04% | 18.31%-9.3pp | 3528.98%-3519.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,531 | $2,022+25.2% | $2,736-7.5% | $2,757-8.2% |
| Participant deferral / active EE | $1,287 | $2,927-56.0% | $4,003-67.9% | $4,299-70.1% |
| Admin fee / account holder | $12,541 | $3,692+239.7% | $3,993+214.1% | $6,924+81.1% |