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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 | $68,235 | $55,902+22.1% | $76,030-10.3% | $80,959-15.7% |
| Participation rate | 57.7% | 62.1%-4.4pp | 69.1%-11.4pp | 67.7%-10.0pp |
| Annual return | 9.89% | 20.59%-10.7pp | 361.54%-351.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $2,007 | $1,867+7.5% | $2,688-25.3% | $2,757-27.2% |
| Participant deferral / active EE | $3,708 | $3,051+21.6% | $4,257-12.9% | $4,300-13.8% |
| Admin fee / account holder | $2,130 | $5,239-59.4% | $6,421-66.8% | $6,925-69.3% |