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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 | $36,956 | $88,672-58.3% | $105,223-64.9% | $82,448-55.2% |
| Participation rate | 65.0% | 67.9%-2.9pp | 75.0%-10.0pp | 68.1%-3.1pp |
| Annual return | 8.63% | 30.86%-22.2pp | 180.65%-172.0pp | 41.64%-33.0pp |
| Employer contribution / active EE | $2,548 | $3,048-16.4% | $3,689-30.9% | $2,551-0.1% |
| Participant deferral / active EE | $5,736 | $4,036+42.1% | $5,072+13.1% | $4,139+38.6% |
| Admin fee / account holder | $3,591 | $7,146-49.8% | $8,859-59.5% | $7,234-50.4% |