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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 | $53,392 | $61,125-12.7% | $94,057-43.2% | $87,485-39.0% |
| Participation rate | 68.6% | 64.1%+4.5pp | 73.3%-4.8pp | 68.9%-0.4pp |
| Annual return | 9.42% | 35.20%-25.8pp | 480.62%-471.2pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,481 | $2,136+16.1% | $2,933-15.4% | $2,596-4.4% |
| Participant deferral / active EE | $4,795 | $3,260+47.1% | $4,709+1.8% | $4,274+12.2% |
| Admin fee / account holder | $17,510 | $5,629+211.1% | $7,244+141.7% | $7,775+125.2% |