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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 | $91,260 | $65,041+40.3% | $90,965+0.3% | $79,858+14.3% |
| Participation rate | 19.1% | 61.6%-42.5pp | 69.0%-49.9pp | 69.6%-50.5pp |
| Annual return | 5.31% | 30.45%-25.1pp | 134.57%-129.3pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,603 | $1,247+28.6% | $2,122-24.4% | $2,471-35.1% |
| Participant deferral / active EE | $2,565 | $2,512+2.1% | $3,373-23.9% | $3,740-31.4% |
| Admin fee / account holder | $2,824 | $4,536-37.7% | $5,960-52.6% | $5,306-46.8% |