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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 | $63,488 | $97,125-34.6% | $86,233-26.4% | $137,256-53.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 8.88% | 74.19%-65.3pp | 61.39%-52.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,306 | $2,841-54.0% | $2,504-47.9% | $4,156-68.6% |
| Participant deferral / active EE | $7,538 | $5,180+45.5% | $4,559+65.3% | $6,407+17.7% |
| Admin fee / account holder | $1,437 | $9,725-85.2% | $8,342-82.8% | $12,270-88.3% |