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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 | $72,380 | $48,364+49.7% | $71,796+0.8% | $62,881+15.1% |
| Participation rate | 69.1% | 60.6%+8.5pp | 69.1%0pp | 69.3%-0.2pp |
| Annual return | 4.63% | 13.16%-8.5pp | 78.04%-73.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,558 | $1,042+145.5% | $1,924+32.9% | $2,281+12.1% |
| Participant deferral / active EE | $3,494 | $2,091+67.1% | $2,794+25.0% | $3,203+9.1% |
| Admin fee / account holder | $1,827 | $3,771-51.6% | $4,815-62.1% | $4,296-57.5% |