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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 | $94,253 | $91,559+2.9% | $133,978-29.7% | $79,856+18.0% |
| Participation rate | 69.4% | 73.3%-4.0pp | 79.8%-10.5pp | 69.6%-0.3pp |
| Annual return | 8.39% | 61.85%-53.5pp | 45.10%-36.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,993 | $2,384-16.4% | $3,919-49.1% | $2,471-19.3% |
| Participant deferral / active EE | $4,400 | $3,734+17.8% | $5,047-12.8% | $3,741+17.6% |
| Admin fee / account holder | $10,796 | $6,321+70.8% | $8,930+20.9% | $5,306+103.5% |