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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 | $57,079 | $53,063+7.6% | $124,206-54.0% | $82,637-30.9% |
| Participation rate | 55.9% | 58.4%-2.5pp | 69.6%-13.6pp | 68.1%-12.1pp |
| Annual return | 12.07% | 68.87%-56.8pp | 515.27%-503.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,936 | $1,530+26.5% | $3,540-45.3% | $2,552-24.1% |
| Participant deferral / active EE | $3,248 | $2,644+22.8% | $3,968-18.1% | $4,126-21.3% |
| Admin fee / account holder | $4,708 | $4,281+10.0% | $5,929-20.6% | $7,339-35.9% |