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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 | $75,446 | $88,672-14.9% | $105,223-28.3% | $82,448-8.5% |
| Participation rate | 51.3% | 67.9%-16.6pp | 75.0%-23.8pp | 68.1%-16.8pp |
| Annual return | 8.93% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $2,154 | $3,048-29.3% | $3,689-41.6% | $2,551-15.6% |
| Participant deferral / active EE | $5,189 | $4,036+28.6% | $5,072+2.3% | $4,139+25.4% |
| Admin fee / account holder | $2,474 | $7,146-65.4% | $8,859-72.1% | $7,234-65.8% |