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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 | $106,571 | $73,988+44.0% | $96,538+10.4% | $75,177+41.8% |
| Participation rate | 48.4% | 66.4%-18.0pp | 74.3%-26.0pp | 67.2%-18.8pp |
| Annual return | 11.18% | 26.73%-15.5pp | 35.74%-24.6pp | 160.75%-149.6pp |
| Employer contribution / active EE | $1,473 | $2,930-49.7% | $3,740-60.6% | $2,671-44.9% |
| Participant deferral / active EE | $2,910 | $3,660-20.5% | $4,880-40.4% | $4,126-29.5% |
| Admin fee / account holder | $11,206 | $5,220+114.7% | $6,737+66.3% | $5,651+98.3% |