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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 | $73,925 | $71,197+3.8% | $93,669-21.1% | $80,925-8.6% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.2pp | 67.7%-15.2pp |
| Annual return | 9.87% | 11.27%-1.4pp | 133.59%-123.7pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,053 | $1,565-32.7% | $2,424-56.6% | $2,756-61.8% |
| Participant deferral / active EE | $2,614 | $4,036-35.2% | $4,416-40.8% | $4,299-39.2% |
| Admin fee / account holder | $13,698 | $6,959+96.8% | $8,291+65.2% | $6,940+97.4% |