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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 | $112,338 | $65,364+71.9% | $92,909+20.9% | $72,975+53.9% |
| Participation rate | 63.4% | 68.3%-4.9pp | 76.0%-12.6pp | 69.5%-6.1pp |
| Annual return | 0.28% | 42.11%-41.8pp | 109.44%-109.2pp | 81.01%-80.7pp |
| Employer contribution / active EE | $2,154 | $2,594-17.0% | $3,653-41.0% | $2,440-11.7% |
| Participant deferral / active EE | $3,028 | $3,128-3.2% | $4,238-28.5% | $3,608-16.1% |
| Admin fee / account holder | $684 | $4,251-83.9% | $5,795-88.2% | $5,124-86.6% |