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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 | $180,689 | $94,031+92.2% | $115,768+56.1% | $82,448+119.2% |
| Participation rate | 58.7% | 70.4%-11.7pp | 74.4%-15.7pp | 68.1%-9.4pp |
| Annual return | 10.34% | 20.61%-10.3pp | 100.46%-90.1pp | 41.64%-31.3pp |
| Employer contribution / active EE | $2,344 | $2,323+0.9% | $2,940-20.3% | $2,551-8.1% |
| Participant deferral / active EE | $4,022 | $3,972+1.3% | $4,917-18.2% | $4,139-2.8% |
| Admin fee / account holder | $39,278 | $10,249+283.2% | $12,439+215.8% | $7,234+442.9% |