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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 | $42,842 | $22,602+89.6% | $65,583-34.7% | $75,177-43.0% |
| Participation rate | 68.4% | 63.1%+5.3pp | 65.0%+3.5pp | 67.2%+1.2pp |
| Annual return | 13.97% | 71.13%-57.2pp | 47.46%-33.5pp | 160.75%-146.8pp |
| Employer contribution / active EE | $2,367 | $941+151.5% | $1,692+39.9% | $2,671-11.4% |
| Participant deferral / active EE | $3,017 | $1,695+78.0% | $2,833+6.5% | $4,126-26.9% |
| Admin fee / account holder | $2,465 | $1,877+31.3% | $4,112-40.0% | $5,651-56.4% |