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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 | $87,678 | $55,636+57.6% | $81,982+6.9% | $73,497+19.3% |
| Participation rate | 40.5% | 62.3%-21.8pp | 69.3%-28.7pp | 70.7%-30.2pp |
| Annual return | 11.31% | 19.07%-7.8pp | 41.31%-30.0pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,047 | $1,625-35.6% | $2,498-58.1% | $2,270-53.9% |
| Participant deferral / active EE | $1,261 | $2,762-54.3% | $3,722-66.1% | $3,740-66.3% |
| Admin fee / account holder | $9,044 | $493+1735.5% | $5,665+59.7% | $513+1662.8% |