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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 | $61,117 | $53,128+15.0% | $86,582-29.4% | $70,126-12.8% |
| Participation rate | 69.1% | 65.3%+3.8pp | 73.5%-4.5pp | 69.5%-0.4pp |
| Annual return | 11.45% | 27.66%-16.2pp | 965.08%-953.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,616 | $2,068-21.8% | $2,839-43.1% | $2,343-31.0% |
| Participant deferral / active EE | $3,989 | $2,695+48.0% | $3,609+10.6% | $3,332+19.7% |
| Admin fee / account holder | $815 | $3,584-77.3% | $4,904-83.4% | $4,645-82.5% |