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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 | $94,690 | $91,198+3.8% | $178,503-47.0% | $79,856+18.6% |
| Participation rate | 46.0% | 69.2%-23.2pp | 81.9%-35.9pp | 69.6%-23.6pp |
| Annual return | 9.48% | 24.20%-14.7pp | 151.12%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,633 | $3,257-49.9% | $5,011-67.4% | $2,471-33.9% |
| Participant deferral / active EE | $4,161 | $3,237+28.6% | $5,202-20.0% | $3,741+11.3% |
| Admin fee / account holder | $2,588 | $6,748-61.6% | $13,987-81.5% | $5,306-51.2% |