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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 | $102,896 | $65,034+58.2% | $90,970+13.1% | $79,856+28.9% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.0%-21.2pp | 69.6%-21.8pp |
| Annual return | 6.70% | 30.45%-23.8pp | 134.60%-127.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,227 | $1,247-1.7% | $2,122-42.2% | $2,471-50.4% |
| Participant deferral / active EE | $2,100 | $2,512-16.4% | $3,373-37.7% | $3,741-43.9% |
| Admin fee / account holder | $7,793 | $4,536+71.8% | $5,961+30.7% | $5,306+46.9% |