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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 | $84,859 | $77,638+9.3% | $156,551-45.8% | $62,881+35.0% |
| Participation rate | 67.2% | 71.2%-4.0pp | 84.0%-16.8pp | 69.3%-2.1pp |
| Annual return | 4.42% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $9,856 | $3,444+186.2% | $5,501+79.2% | $2,281+332.1% |
| Participant deferral / active EE | $5,366 | $3,046+76.2% | $4,871+10.2% | $3,203+67.5% |
| Admin fee / account holder | $514 | $5,561-90.8% | $13,028-96.1% | $4,296-88.0% |