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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 | $91,972 | $48,364+90.2% | $71,796+28.1% | $62,881+46.3% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 3.45% | 13.16%-9.7pp | 78.04%-74.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $4,708 | $1,042+351.9% | $1,924+144.6% | $2,281+106.4% |
| Participant deferral / active EE | $2,407 | $2,091+15.1% | $2,794-13.9% | $3,203-24.9% |
| Admin fee / account holder | $4,677 | $3,771+24.0% | $4,815-2.9% | $4,296+8.9% |