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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 | $51,638+54.8% | $68,368+16.9% | $82,448-3.0% |
| Participation rate | 55.2% | 63.6%-8.4pp | 73.8%-18.6pp | 68.1%-12.9pp |
| Annual return | 4.88% | 37.53%-32.7pp | 292.57%-287.7pp | 41.64%-36.8pp |
| Employer contribution / active EE | $2,066 | $2,047+0.9% | $2,649-22.0% | $2,551-19.0% |
| Participant deferral / active EE | $3,225 | $2,914+10.7% | $4,123-21.8% | $4,139-22.1% |
| Admin fee / account holder | $3,348 | $4,643-27.9% | $5,150-35.0% | $7,234-53.7% |