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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 | $79,943 | $61,125+30.8% | $94,057-15.0% | $87,485-8.6% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.3%-18.2pp | 68.9%-13.8pp |
| Annual return | 4.88% | 35.20%-30.3pp | 480.62%-475.7pp | 26.06%-21.2pp |
| Employer contribution / active EE | $2,066 | $2,136-3.3% | $2,933-29.6% | $2,596-20.4% |
| Participant deferral / active EE | $3,225 | $3,260-1.1% | $4,709-31.5% | $4,274-24.5% |
| Admin fee / account holder | $3,348 | $5,629-40.5% | $7,244-53.8% | $7,775-56.9% |