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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 | $168,392 | $99,875+68.6% | $146,866+14.7% | $86,983+93.6% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.5%-10.3pp |
| Annual return | 10.23% | 28.10%-17.9pp | 102.85%-92.6pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,918 | $3,224-40.5% | $4,425-56.7% | $2,584-25.8% |
| Participant deferral / active EE | $4,886 | $6,322-22.7% | $7,759-37.0% | $4,194+16.5% |
| Admin fee / account holder | $19,123 | $7,838+144.0% | $13,620+40.4% | $7,856+143.4% |