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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 | $78,588 | $47,479+65.5% | $62,929+24.9% | $82,448-4.7% |
| Participation rate | 63.8% | 66.9%-3.0pp | 73.1%-9.3pp | 68.1%-4.2pp |
| Annual return | 9.27% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,953 | $1,885+56.6% | $2,505+17.9% | $2,551+15.7% |
| Participant deferral / active EE | $5,547 | $2,870+93.2% | $3,888+42.7% | $4,139+34.0% |
| Admin fee / account holder | $6,806 | $3,804+78.9% | $5,065+34.4% | $7,234-5.9% |