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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 | $53,493 | $88,360-39.5% | $145,433-63.2% | $67,986-21.3% |
| Participation rate | 67.0% | 65.5%+1.5pp | 82.1%-15.1pp | 57.2%+9.8pp |
| Annual return | 12.73% | 63.15%-50.4pp | 66.58%-53.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $5,771 | $3,054+89.0% | $4,554+26.7% | $2,019+185.9% |
| Participant deferral / active EE | $7,372 | $5,932+24.3% | $7,897-6.7% | $3,358+119.5% |
| Admin fee / account holder | $7,420 | $3,313+123.9% | $13,129-43.5% | $3,203+131.6% |