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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 | $25,911 | $49,891-48.1% | $80,607-67.9% | $75,181-65.5% |
| Participation rate | 60.0% | 55.3%+4.7pp | 67.0%-7.0pp | 67.2%-7.2pp |
| Annual return | 13.98% | 34.67%-20.7pp | 936.11%-922.1pp | 160.69%-146.7pp |
| Employer contribution / active EE | $2,207 | $1,698+30.0% | $2,724-19.0% | $2,671-17.4% |
| Participant deferral / active EE | $4,210 | $2,991+40.7% | $4,448-5.4% | $4,126+2.0% |
| Admin fee / account holder | $5,867 | $3,578+64.0% | $5,379+9.1% | $5,650+3.8% |