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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 | $121,557 | $36,948+229.0% | $73,658+65.0% | $87,485+38.9% |
| Participation rate | 21.1% | 46.8%-25.8pp | 57.0%-36.0pp | 68.9%-47.9pp |
| Annual return | 12.37% | 28.64%-16.3pp | 29.72%-17.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $589 | $670-12.1% | $1,032-42.9% | $2,596-77.3% |
| Participant deferral / active EE | $2,228 | $1,379+61.5% | $2,062+8.0% | $4,274-47.9% |
| Admin fee / account holder | $22,307 | $2,531+781.4% | $3,357+564.5% | $7,775+186.9% |