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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 | $106,890 | $93,589+14.2% | $135,942-21.4% | $75,181+42.2% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 14.67% | 30.90%-16.2pp | 68.28%-53.6pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,879 | $3,537-46.9% | $4,858-61.3% | $2,671-29.6% |
| Participant deferral / active EE | $5,271 | $6,405-17.7% | $7,759-32.1% | $4,126+27.8% |
| Admin fee / account holder | $33,064 | $6,977+373.9% | $10,764+207.2% | $5,650+485.2% |