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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 | $64,753 | $23,330+177.6% | $64,489+0.4% | $82,448-21.5% |
| Participation rate | 47.1% | 68.3%-21.2pp | 67.7%-20.6pp | 68.1%-20.9pp |
| Annual return | 11.08% | 83.66%-72.6pp | 55.03%-43.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,176 | $824+42.6% | $1,523-22.8% | $2,551-53.9% |
| Participant deferral / active EE | $1,756 | $1,707+2.9% | $2,778-36.8% | $4,139-57.6% |
| Admin fee / account holder | $1,758 | $2,946-40.3% | $4,260-58.7% | $7,234-75.7% |