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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 | $59,715 | $78,690-24.1% | $161,489-63.0% | $87,485-31.7% |
| Participation rate | 64.5% | 67.5%-2.9pp | 78.7%-14.2pp | 68.9%-4.4pp |
| Annual return | 8.50% | 32.74%-24.2pp | 89.72%-81.2pp | 26.06%-17.6pp |
| Employer contribution / active EE | $7,383 | $2,588+185.2% | $4,268+73.0% | $2,596+184.4% |
| Participant deferral / active EE | $7,630 | $3,311+130.5% | $5,630+35.5% | $4,274+78.5% |
| Admin fee / account holder | $2,384 | $6,724-64.5% | $16,006-85.1% | $7,775-69.3% |