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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 | $51,638+1.7% | $68,368-23.2% | $82,448-36.3% |
| Participation rate | 69.2% | 63.6%+5.6pp | 73.8%-4.5pp | 68.1%+1.2pp |
| Annual return | 10.32% | 37.53%-27.2pp | 292.57%-282.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $4,051 | $2,047+98.0% | $2,649+52.9% | $2,551+58.8% |
| Participant deferral / active EE | $3,998 | $2,914+37.2% | $4,123-3.0% | $4,139-3.4% |
| Admin fee / account holder | $13,532 | $4,643+191.4% | $5,150+162.8% | $7,234+87.0% |