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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 | $59,937 | $51,638+16.1% | $68,368-12.3% | $82,448-27.3% |
| Participation rate | 50.8% | 63.6%-12.8pp | 73.8%-23.0pp | 68.1%-17.3pp |
| Annual return | 12.67% | 37.53%-24.9pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,531 | $2,047+72.5% | $2,649+33.3% | $2,551+38.4% |
| Participant deferral / active EE | $2,224 | $2,914-23.7% | $4,123-46.0% | $4,139-46.3% |
| Admin fee / account holder | $477 | $4,643-89.7% | $5,150-90.7% | $7,234-93.4% |