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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 | $52,612 | $91,167-42.3% | $178,498-70.5% | $79,858-34.1% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.3pp |
| Annual return | 6.92% | 24.19%-17.3pp | 151.09%-144.2pp | 31.72%-24.8pp |
| Employer contribution / active EE | $5,863 | $3,255+80.1% | $5,011+17.0% | $2,471+137.3% |
| Participant deferral / active EE | $3,736 | $3,236+15.5% | $5,202-28.2% | $3,740-0.1% |
| Admin fee / account holder | $1,531 | $6,747-77.3% | $13,985-89.1% | $5,306-71.1% |