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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 | $80,332 | $91,424-12.1% | $135,942-40.9% | $71,495+12.4% |
| Participation rate | 52.4% | 75.7%-23.2pp | 81.9%-29.5pp | 67.9%-15.5pp |
| Annual return | 13.43% | 29.90%-16.5pp | 68.28%-54.9pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,185 | $3,704-68.0% | $4,858-75.6% | $2,589-54.2% |
| Participant deferral / active EE | $4,698 | $7,092-33.8% | $7,759-39.4% | $4,291+9.5% |
| Admin fee / account holder | $7,663 | $1,266+505.3% | $10,764-28.8% | $1,588+382.7% |