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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 | $94,621 | $60,442+56.6% | $96,754-2.2% | $87,485+8.2% |
| Participation rate | 55.1% | 58.7%-3.6pp | 70.3%-15.2pp | 68.9%-13.8pp |
| Annual return | 10.97% | 21.97%-11.0pp | 82.04%-71.1pp | 26.06%-15.1pp |
| Employer contribution / active EE | $3,479 | $1,691+105.7% | $2,679+29.8% | $2,596+34.0% |
| Participant deferral / active EE | $9,565 | $3,280+191.6% | $4,758+101.0% | $4,274+123.8% |
| Admin fee / account holder | $21,957 | $5,069+333.1% | $8,905+146.6% | $7,775+182.4% |