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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 | $55,771 | $51,642+8.0% | $129,384-56.9% | $80,935-31.1% |
| Participation rate | 67.6% | 56.9%+10.7pp | 69.6%-2.0pp | 67.7%0pp |
| Annual return | 10.86% | 20.78%-9.9pp | 9461.77%-9450.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $3,214 | $1,583+103.0% | $4,153-22.6% | $2,757+16.6% |
| Participant deferral / active EE | $5,711 | $2,670+114.0% | $4,166+37.1% | $4,299+32.8% |
| Admin fee / account holder | $6,033 | $4,312+39.9% | $7,686-21.5% | $6,924-12.9% |