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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 | $72,037 | $91,559-21.3% | $133,978-46.2% | $79,856-9.8% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 9.28% | 61.85%-52.6pp | 45.10%-35.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $2,429 | $2,384+1.9% | $3,919-38.0% | $2,471-1.7% |
| Participant deferral / active EE | $3,820 | $3,734+2.3% | $5,047-24.3% | $3,741+2.1% |
| Admin fee / account holder | $892 | $6,321-85.9% | $8,930-90.0% | $5,306-83.2% |