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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 | $91,128 | $51,604+76.6% | $129,295-29.5% | $80,874+12.7% |
| Participation rate | 51.4% | 57.0%-5.6pp | 69.6%-18.3pp | 67.6%-16.3pp |
| Annual return | 10.67% | 20.76%-10.1pp | 9429.28%-9418.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,772 | $1,585+11.8% | $4,157-57.4% | $2,756-35.7% |
| Participant deferral / active EE | $3,823 | $2,670+43.2% | $4,169-8.3% | $4,297-11.0% |
| Admin fee / account holder | $4,938 | $4,310+14.6% | $7,665-35.6% | $6,935-28.8% |