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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 | $56,654 | $48,364+17.1% | $71,796-21.1% | $62,881-9.9% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 4.55% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $555 | $1,042-46.7% | $1,924-71.1% | $2,281-75.7% |
| Participant deferral / active EE | $1,610 | $2,091-23.0% | $2,794-42.4% | $3,203-49.7% |
| Admin fee / account holder | $4,486 | $3,771+19.0% | $4,815-6.8% | $4,296+4.4% |