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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 | $30,414 | $88,672-65.7% | $105,223-71.1% | $82,448-63.1% |
| Participation rate | 62.7% | 67.9%-5.2pp | 75.0%-12.3pp | 68.1%-5.3pp |
| Annual return | 5.53% | 30.86%-25.3pp | 180.65%-175.1pp | 41.64%-36.1pp |
| Employer contribution / active EE | $4,718 | $3,048+54.8% | $3,689+27.9% | $2,551+84.9% |
| Participant deferral / active EE | $1,960 | $4,036-51.4% | $5,072-61.4% | $4,139-52.7% |
| Admin fee / account holder | $3,106 | $7,146-56.5% | $8,859-64.9% | $7,234-57.1% |