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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 | $49,976+60.0% | $66,674+19.9% | $82,637-3.3% |
| Participation rate | 55.2% | 63.1%-7.9pp | 73.7%-18.5pp | 68.1%-12.9pp |
| Annual return | 4.88% | 39.09%-34.2pp | 321.24%-316.4pp | 53.51%-48.6pp |
| Employer contribution / active EE | $2,066 | $1,988+3.9% | $2,620-21.2% | $2,552-19.1% |
| Participant deferral / active EE | $3,225 | $2,847+13.3% | $4,084-21.0% | $4,126-21.8% |
| Admin fee / account holder | $3,348 | $4,594-27.1% | $5,098-34.3% | $7,339-54.4% |