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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 | $85,593 | $58,311+46.8% | $81,882+4.5% | $80,959+5.7% |
| Participation rate | 62.5% | 63.5%-1.0pp | 72.4%-9.9pp | 67.7%-5.2pp |
| Annual return | 9.61% | 41.85%-32.2pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,931 | $2,347-17.7% | $2,916-33.8% | $2,757-30.0% |
| Participant deferral / active EE | $4,823 | $3,287+46.7% | $4,323+11.6% | $4,300+12.2% |
| Admin fee / account holder | $981 | $4,752-79.4% | $7,360-86.7% | $6,925-85.8% |