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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 | $72,364 | $172,111-58.0% | $150,298-51.9% | $137,256-47.3% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 4.84% | 69.37%-64.5pp | 62.79%-58.0pp | 220.34%-215.5pp |
| Employer contribution / active EE | $2,633 | $4,636-43.2% | $4,154-36.6% | $4,156-36.6% |
| Participant deferral / active EE | $3,391 | $6,166-45.0% | $5,453-37.8% | $6,407-47.1% |
| Admin fee / account holder | $19,146 | $16,471+16.2% | $14,116+35.6% | $12,270+56.0% |