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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 | $65,263 | $65,034+0.4% | $90,970-28.3% | $79,856-18.3% |
| Participation rate | 68.6% | 61.6%+7.0pp | 69.0%-0.4pp | 69.6%-1.1pp |
| Annual return | 7.18% | 30.45%-23.3pp | 134.60%-127.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,388 | $1,247+91.5% | $2,122+12.6% | $2,471-3.4% |
| Participant deferral / active EE | $5,239 | $2,512+108.5% | $3,373+55.3% | $3,741+40.1% |
| Admin fee / account holder | $14,455 | $4,536+218.7% | $5,961+142.5% | $5,306+172.4% |