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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 | $87,657 | $59,440+47.5% | $78,004+12.4% | $82,637+6.1% |
| Participation rate | 46.2% | 62.8%-16.7pp | 69.4%-23.3pp | 68.1%-21.9pp |
| Annual return | 12.11% | 40.24%-28.1pp | 31.07%-19.0pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,579 | $1,750-9.8% | $2,469-36.0% | $2,552-38.1% |
| Participant deferral / active EE | $2,665 | $3,138-15.1% | $4,092-34.9% | $4,126-35.4% |
| Admin fee / account holder | $18,926 | $5,504+243.8% | $7,578+149.8% | $7,339+157.9% |