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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 | $80,891 | $52,279+54.7% | $89,414-9.5% | $79,852+1.3% |
| Participation rate | 69.2% | 57.5%+11.7pp | 68.0%+1.2pp | 69.6%-0.4pp |
| Annual return | 7.42% | 22.16%-14.7pp | 245.50%-238.1pp | 31.72%-24.3pp |
| Employer contribution / active EE | $1,175 | $1,572-25.2% | $2,586-54.6% | $2,471-52.4% |
| Participant deferral / active EE | $1,593 | $2,740-41.9% | $3,890-59.0% | $3,740-57.4% |
| Admin fee / account holder | $7,792 | $3,356+132.1% | $4,883+59.6% | $5,306+46.8% |