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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 | $59,512 | $58,241+2.2% | $81,780-27.2% | $80,911-26.4% |
| Participation rate | 35.7% | 63.4%-27.7pp | 72.4%-36.6pp | 67.6%-31.9pp |
| Annual return | 8.34% | 41.73%-33.4pp | 776.27%-767.9pp | 35.63%-27.3pp |
| Employer contribution / active EE | $2,393 | $2,343+2.1% | $2,914-17.9% | $2,756-13.2% |
| Participant deferral / active EE | $4,667 | $3,283+42.2% | $4,321+8.0% | $4,297+8.6% |
| Admin fee / account holder | $7,299 | $4,973+46.8% | $7,384-1.2% | $6,935+5.3% |