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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 | $81,902 | $106,749-23.3% | $145,433-43.7% | $82,448-0.7% |
| Participation rate | 64.7% | 75.6%-10.9pp | 82.1%-17.4pp | 68.1%-3.4pp |
| Annual return | 11.10% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,976 | $3,444-42.6% | $4,554-56.6% | $2,551-22.5% |
| Participant deferral / active EE | $6,752 | $6,519+3.6% | $7,897-14.5% | $4,139+63.1% |
| Admin fee / account holder | $31,309 | $8,390+273.2% | $13,129+138.5% | $7,234+332.8% |