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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 | $47,934 | $88,360-45.8% | $145,433-67.0% | $67,986-29.5% |
| Participation rate | 61.5% | 65.5%-4.0pp | 82.1%-20.7pp | 57.2%+4.3pp |
| Annual return | 13.29% | 63.15%-49.9pp | 66.58%-53.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $1,477 | $3,054-51.6% | $4,554-67.6% | $2,019-26.9% |
| Participant deferral / active EE | $7,067 | $5,932+19.1% | $7,897-10.5% | $3,358+110.4% |
| Admin fee / account holder | $3,061 | $3,313-7.6% | $13,129-76.7% | $3,203-4.5% |