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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 | $63,858 | $45,900+39.1% | $94,057-32.1% | $64,340-0.7% |
| Participation rate | 62.9% | 50.6%+12.3pp | 73.3%-10.5pp | 55.2%+7.6pp |
| Annual return | 7.75% | 50.47%-42.7pp | 480.62%-472.9pp | 24.14%-16.4pp |
| Employer contribution / active EE | $6,491 | $1,612+302.6% | $2,933+121.3% | $1,862+248.6% |
| Participant deferral / active EE | $911 | $2,102-56.7% | $4,709-80.7% | $2,980-69.4% |
| Admin fee / account holder | $4,540 | $3,143+44.4% | $7,244-37.3% | $3,703+22.6% |