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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 | $57,467 | $93,345-38.4% | $119,126-51.8% | $87,485-34.3% |
| Participation rate | 60.7% | 68.7%-8.0pp | 75.8%-15.0pp | 68.9%-8.2pp |
| Annual return | 6.37% | 19.08%-12.7pp | 282.11%-275.7pp | 26.06%-19.7pp |
| Employer contribution / active EE | $3,097 | $3,172-2.4% | $4,034-23.2% | $2,596+19.3% |
| Participant deferral / active EE | $7,802 | $4,099+90.4% | $5,318+46.7% | $4,274+82.6% |
| Admin fee / account holder | $13,595 | $8,039+69.1% | $10,693+27.1% | $7,775+74.9% |