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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 | $131,337 | $58,627+124.0% | $76,735+71.2% | $82,448+59.3% |
| Participation rate | 57.1% | 63.2%-6.1pp | 69.5%-12.4pp | 68.1%-10.9pp |
| Annual return | 12.74% | 39.10%-26.4pp | 29.77%-17.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,557 | $1,729-9.9% | $2,454-36.5% | $2,551-38.9% |
| Participant deferral / active EE | $2,680 | $3,134-14.5% | $4,088-34.5% | $4,139-35.3% |
| Admin fee / account holder | $1,381 | $5,323-74.1% | $7,189-80.8% | $7,234-80.9% |