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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 | $64,612 | $48,364+33.6% | $71,796-10.0% | $62,881+2.8% |
| Participation rate | 40.0% | 60.6%-20.6pp | 69.1%-29.1pp | 69.3%-29.3pp |
| Annual return | 4.65% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $4,305 | $1,042+313.2% | $1,924+123.7% | $2,281+88.7% |
| Participant deferral / active EE | $2,203 | $2,091+5.3% | $2,794-21.2% | $3,203-31.2% |
| Admin fee / account holder | $1,980 | $3,771-47.5% | $4,815-58.9% | $4,296-53.9% |