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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 | $66,751 | $47,944+39.2% | $67,834-1.6% | $62,881+6.2% |
| Participation rate | 61.9% | 61.1%+0.8pp | 68.8%-6.9pp | 69.3%-7.4pp |
| Annual return | 3.86% | 11.77%-7.9pp | 138.47%-134.6pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,175 | $1,562+39.2% | $2,403-9.5% | $2,281-4.7% |
| Participant deferral / active EE | $3,467 | $2,247+54.3% | $3,160+9.7% | $3,203+8.2% |
| Admin fee / account holder | $10,475 | $3,712+182.2% | $4,622+126.6% | $4,296+143.8% |