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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 | $50,554+55.5% | $67,681+16.1% | $87,485-10.2% |
| Participation rate | 63.8% | 67.7%-3.9pp | 73.7%-9.9pp | 68.9%-5.1pp |
| Annual return | 9.27% | 17.81%-8.5pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $2,953 | $1,988+48.5% | $2,678+10.2% | $2,596+13.7% |
| Participant deferral / active EE | $5,547 | $2,961+87.3% | $3,976+39.5% | $4,274+29.8% |
| Admin fee / account holder | $6,806 | $4,132+64.7% | $6,100+11.6% | $7,775-12.5% |