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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 | $54,818 | $174,379-68.6% | $152,093-64.0% | $138,895-60.5% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 10.34% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,246 | $4,652-51.7% | $4,175-46.2% | $4,194-46.5% |
| Participant deferral / active EE | $6,842 | $6,159+11.1% | $5,451+25.5% | $6,396+7.0% |
| Admin fee / account holder | $6,140 | $16,880-63.6% | $14,497-57.6% | $12,562-51.1% |