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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 | $81,571 | $65,367+24.8% | $92,915-12.2% | $72,976+11.8% |
| Participation rate | 32.1% | 68.3%-36.2pp | 76.0%-43.9pp | 69.5%-37.3pp |
| Annual return | 14.45% | 42.11%-27.7pp | 109.45%-95.0pp | 81.02%-66.6pp |
| Employer contribution / active EE | $1,563 | $2,594-39.8% | $3,653-57.2% | $2,440-36.0% |
| Participant deferral / active EE | $2,528 | $3,128-19.2% | $4,238-40.4% | $3,608-29.9% |
| Admin fee / account holder | $1,267 | $4,251-70.2% | $5,796-78.1% | $5,124-75.3% |