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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 | $63,818 | $87,878-27.4% | $97,411-34.5% | $82,637-22.8% |
| Participation rate | 67.6% | 75.6%-8.0pp | 80.4%-12.8pp | 68.1%-0.5pp |
| Annual return | 9.43% | 54.63%-45.2pp | 34.72%-25.3pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,378 | $3,800-63.7% | $4,210-67.3% | $2,552-46.0% |
| Participant deferral / active EE | $5,985 | $5,525+8.3% | $5,886+1.7% | $4,126+45.0% |
| Admin fee / account holder | $14,190 | $6,743+110.4% | $7,145+98.6% | $7,339+93.4% |