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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 | $57,991 | $62,672-7.5% | $185,117-68.7% | $70,124-17.3% |
| Participation rate | 65.5% | 63.8%+1.7pp | 77.3%-11.8pp | 69.5%-4.1pp |
| Annual return | 13.23% | 40.79%-27.6pp | 40.50%-27.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,966 | $1,753+69.2% | $4,182-29.1% | $2,342+26.6% |
| Participant deferral / active EE | $3,236 | $3,272-1.1% | $5,045-35.9% | $3,332-2.9% |
| Admin fee / account holder | $10,823 | $3,932+175.3% | $8,159+32.6% | $4,645+133.0% |