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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 | $102,080 | $73,955+38.0% | $96,520+5.8% | $75,181+35.8% |
| Participation rate | 54.3% | 66.4%-12.1pp | 74.3%-20.1pp | 67.2%-12.9pp |
| Annual return | 13.01% | 26.72%-13.7pp | 35.72%-22.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $1,803 | $2,930-38.5% | $3,739-51.8% | $2,671-32.5% |
| Participant deferral / active EE | $3,193 | $3,659-12.8% | $4,879-34.6% | $4,126-22.6% |
| Admin fee / account holder | $434 | $5,217-91.7% | $6,733-93.5% | $5,650-92.3% |