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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 | $34,955 | $88,672-60.6% | $105,223-66.8% | $82,448-57.6% |
| Participation rate | 65.8% | 67.9%-2.1pp | 75.0%-9.3pp | 68.1%-2.3pp |
| Annual return | 8.86% | 30.86%-22.0pp | 180.65%-171.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $2,838 | $3,048-6.9% | $3,689-23.1% | $2,551+11.3% |
| Participant deferral / active EE | $4,533 | $4,036+12.3% | $5,072-10.6% | $4,139+9.5% |
| Admin fee / account holder | $8,293 | $7,146+16.1% | $8,859-6.4% | $7,234+14.6% |