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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 | $65,754 | $48,364+36.0% | $71,796-8.4% | $62,881+4.6% |
| Participation rate | 62.5% | 60.6%+1.9pp | 69.1%-6.6pp | 69.3%-6.8pp |
| Annual return | 4.59% | 13.16%-8.6pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,201 | $1,042+15.3% | $1,924-37.6% | $2,281-47.3% |
| Participant deferral / active EE | $2,820 | $2,091+34.8% | $2,794+0.9% | $3,203-12.0% |
| Admin fee / account holder | $1,195 | $3,771-68.3% | $4,815-75.2% | $4,296-72.2% |