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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 | $75,241 | $23,330+222.5% | $64,489+16.7% | $82,448-8.7% |
| Participation rate | 48.0% | 68.3%-20.3pp | 67.7%-19.7pp | 68.1%-20.1pp |
| Annual return | 12.86% | 83.66%-70.8pp | 55.03%-42.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $866 | $824+5.0% | $1,523-43.2% | $2,551-66.1% |
| Participant deferral / active EE | $2,304 | $1,707+35.0% | $2,778-17.1% | $4,139-44.3% |
| Admin fee / account holder | $3,271 | $2,946+11.1% | $4,260-23.2% | $7,234-54.8% |