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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 | $96,630 | $64,324+50.2% | $118,946-18.8% | $79,852+21.0% |
| Participation rate | 63.6% | 64.9%-1.2pp | 75.4%-11.8pp | 69.6%-6.0pp |
| Annual return | 9.82% | 86.45%-76.6pp | 35.89%-26.1pp | 31.72%-21.9pp |
| Employer contribution / active EE | $883 | $1,836-51.9% | $3,263-73.0% | $2,471-64.3% |
| Participant deferral / active EE | $2,282 | $2,824-19.2% | $4,266-46.5% | $3,740-39.0% |
| Admin fee / account holder | $3,740 | $4,040-7.4% | $6,581-43.2% | $5,306-29.5% |