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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 | $83,704 | $87,106-3.9% | $105,607-20.7% | $80,935+3.4% |
| Participation rate | 52.0% | 70.4%-18.4pp | 75.3%-23.3pp | 67.7%-15.7pp |
| Annual return | 9.56% | 17.01%-7.4pp | 116.11%-106.5pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,213 | $2,396-49.4% | $3,167-61.7% | $2,757-56.0% |
| Participant deferral / active EE | $4,865 | $3,986+22.1% | $5,011-2.9% | $4,299+13.2% |
| Admin fee / account holder | $2,917 | $8,447-65.5% | $10,958-73.4% | $6,924-57.9% |