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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 | $80,383 | $93,598-14.1% | $135,974-40.9% | $75,173+6.9% |
| Participation rate | 57.7% | 75.2%-17.4pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 13.18% | 30.89%-17.7pp | 68.30%-55.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,990 | $3,538-15.5% | $4,859-38.5% | $2,671+11.9% |
| Participant deferral / active EE | $6,116 | $6,405-4.5% | $7,760-21.2% | $4,126+48.2% |
| Admin fee / account holder | $15,077 | $6,978+116.1% | $10,767+40.0% | $5,651+166.8% |