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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 | $75,411 | $91,559-17.6% | $133,959-43.7% | $79,858-5.6% |
| Participation rate | 65.2% | 73.3%-8.1pp | 79.8%-14.6pp | 69.6%-4.4pp |
| Annual return | 10.11% | 61.85%-51.7pp | 45.09%-35.0pp | 31.72%-21.6pp |
| Employer contribution / active EE | $1,883 | $2,384-21.0% | $3,919-52.0% | $2,471-23.8% |
| Participant deferral / active EE | $5,961 | $3,734+59.7% | $5,047+18.1% | $3,740+59.4% |
| Admin fee / account holder | $6,919 | $6,321+9.5% | $8,928-22.5% | $5,306+30.4% |