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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 | $95,412 | $58,828+62.2% | $78,002+22.3% | $62,881+51.7% |
| Participation rate | 63.4% | 71.1%-7.6pp | 75.5%-12.1pp | 69.3%-5.9pp |
| Annual return | 4.43% | 17.16%-12.7pp | 425.99%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,585 | $1,672+54.6% | $2,470+4.6% | $2,281+13.3% |
| Participant deferral / active EE | $3,612 | $2,686+34.5% | $3,497+3.3% | $3,203+12.8% |
| Admin fee / account holder | $9,659 | $4,393+119.9% | $5,481+76.2% | $4,296+124.8% |