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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 | $57,028 | $61,125-6.7% | $94,057-39.4% | $87,485-34.8% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.3%-6.7pp | 68.9%-2.3pp |
| Annual return | 10.12% | 35.20%-25.1pp | 480.62%-470.5pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,921 | $2,136-10.1% | $2,933-34.5% | $2,596-26.0% |
| Participant deferral / active EE | $7,438 | $3,260+128.1% | $4,709+57.9% | $4,274+74.0% |
| Admin fee / account holder | $5,331 | $5,629-5.3% | $7,244-26.4% | $7,775-31.4% |