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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 | $52,499 | $69,590-24.6% | $136,867-61.6% | $94,015-44.2% |
| Participation rate | 69.2% | 66.3%+2.9pp | 74.5%-5.3pp | 70.8%-1.6pp |
| Annual return | 10.32% | 19.62%-9.3pp | 42.97%-32.7pp | 17.84%-7.5pp |
| Employer contribution / active EE | $4,051 | $2,396+69.0% | $3,547+14.2% | $2,790+45.2% |
| Participant deferral / active EE | $3,998 | $3,437+16.3% | $4,924-18.8% | $4,249-5.9% |
| Admin fee / account holder | $13,532 | $8,912+51.8% | $10,340+30.9% | $8,951+51.2% |