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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 | $127,011 | $54,757+132.0% | $90,304+40.6% | $72,975+74.0% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.3%-53.3pp | 69.5%-49.5pp |
| Annual return | 15.17% | 30.63%-15.5pp | 78.13%-63.0pp | 81.01%-65.8pp |
| Employer contribution / active EE | $1,623 | $2,093-22.5% | $2,855-43.1% | $2,440-33.5% |
| Participant deferral / active EE | $3,326 | $2,887+15.2% | $3,885-14.4% | $3,608-7.8% |
| Admin fee / account holder | $18,615 | $3,973+368.5% | $5,354+247.7% | $5,124+263.3% |