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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 | $57,532 | $89,259-35.5% | $107,187-46.3% | $82,637-30.4% |
| Participation rate | 68.2% | 67.9%+0.3pp | 75.0%-6.8pp | 68.1%+0.1pp |
| Annual return | 11.52% | 21.02%-9.5pp | 204.55%-193.0pp | 53.51%-42.0pp |
| Employer contribution / active EE | $2,288 | $3,080-25.7% | $3,782-39.5% | $2,552-10.4% |
| Participant deferral / active EE | $5,094 | $4,037+26.2% | $5,0960% | $4,126+23.5% |
| Admin fee / account holder | $4,530 | $7,381-38.6% | $9,162-50.6% | $7,339-38.3% |