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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 | $79,909 | $51,207+56.1% | $70,565+13.2% | $71,529+11.7% |
| Participation rate | 37.0% | 59.4%-22.3pp | 68.4%-31.3pp | 67.9%-30.9pp |
| Annual return | 11.40% | 42.71%-31.3pp | 32.79%-21.4pp | 28.97%-17.6pp |
| Employer contribution / active EE | $1,470 | $1,795-18.1% | $2,976-50.6% | $2,590-43.3% |
| Participant deferral / active EE | $1,314 | $3,033-56.7% | $4,568-71.2% | $4,291-69.4% |
| Admin fee / account holder | $26,668 | $2,002+1232.4% | $6,430+314.8% | $1,588+1578.8% |