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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 | $126,089 | $81,446+54.8% | $103,374+22.0% | $80,874+55.9% |
| Participation rate | 57.7% | 66.9%-9.2pp | 74.5%-16.8pp | 67.6%-10.0pp |
| Annual return | 8.24% | 25.57%-17.3pp | 24.89%-16.6pp | 35.62%-27.4pp |
| Employer contribution / active EE | $1,507 | $3,107-51.5% | $3,869-61.1% | $2,756-45.3% |
| Participant deferral / active EE | $3,225 | $3,870-16.7% | $5,058-36.2% | $4,297-25.0% |
| Admin fee / account holder | $21,767 | $6,715+224.2% | $8,394+159.3% | $6,935+213.9% |