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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 | $108,631 | $36,140+200.6% | $73,658+47.5% | $64,340+68.8% |
| Participation rate | 21.4% | 31.0%-9.7pp | 57.0%-35.7pp | 55.2%-33.9pp |
| Annual return | 11.47% | 21.48%-10.0pp | 29.72%-18.2pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,551 | $443+249.9% | $1,032+50.2% | $1,862-16.7% |
| Participant deferral / active EE | $1,373 | $1,023+34.2% | $2,062-33.4% | $2,980-53.9% |
| Admin fee / account holder | $7,004 | $2,513+178.7% | $3,357+108.7% | $3,703+89.2% |