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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 | $52,838 | $80,332-34.2% | $107,187-50.7% | $64,097-17.6% |
| Participation rate | 66.7% | 54.4%+12.3pp | 75.0%-8.4pp | 55.2%+11.5pp |
| Annual return | 11.02% | 24.26%-13.2pp | 204.55%-193.5pp | 34.64%-23.6pp |
| Employer contribution / active EE | $2,039 | $2,501-18.5% | $3,782-46.1% | $1,891+7.8% |
| Participant deferral / active EE | $4,043 | $3,109+30.1% | $5,096-20.7% | $3,080+31.3% |
| Admin fee / account holder | $1,866 | $4,314-56.8% | $9,162-79.6% | $3,454-46.0% |