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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 | $77,968 | $51,638+51.0% | $68,368+14.0% | $82,448-5.4% |
| Participation rate | 60.0% | 63.6%-3.6pp | 73.8%-13.8pp | 68.1%-8.1pp |
| Annual return | 12.69% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $910 | $2,047-55.6% | $2,649-65.7% | $2,551-64.3% |
| Participant deferral / active EE | $5,207 | $2,914+78.7% | $4,123+26.3% | $4,139+25.8% |
| Admin fee / account holder | $6,744 | $4,643+45.2% | $5,150+31.0% | $7,234-6.8% |