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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 | $91,351 | $61,125+49.4% | $94,057-2.9% | $87,485+4.4% |
| Participation rate | 61.2% | 64.1%-2.8pp | 73.3%-12.1pp | 68.9%-7.7pp |
| Annual return | 9.94% | 35.20%-25.3pp | 480.62%-470.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $2,042 | $2,136-4.4% | $2,933-30.4% | $2,596-21.3% |
| Participant deferral / active EE | $1,227 | $3,260-62.4% | $4,709-74.0% | $4,274-71.3% |
| Admin fee / account holder | $3,639 | $5,629-35.4% | $7,244-49.8% | $7,775-53.2% |