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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 | $75,864 | $88,672-14.4% | $105,223-27.9% | $82,448-8.0% |
| Participation rate | 69.0% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 11.21% | 30.86%-19.6pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,903 | $3,048-4.8% | $3,689-21.3% | $2,551+13.8% |
| Participant deferral / active EE | $4,811 | $4,036+19.2% | $5,072-5.1% | $4,139+16.2% |
| Admin fee / account holder | $34,592 | $7,146+384.1% | $8,859+290.5% | $7,234+378.2% |