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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 | $138,941 | $55,713+149.4% | $75,901+83.1% | $72,975+90.4% |
| Participation rate | 68.2% | 61.1%+7.1pp | 69.3%-1.1pp | 69.5%-1.3pp |
| Annual return | 14.99% | 27.60%-12.6pp | 30.76%-15.8pp | 81.01%-66.0pp |
| Employer contribution / active EE | $2,023 | $1,687+19.9% | $2,501-19.1% | $2,440-17.1% |
| Participant deferral / active EE | $3,828 | $2,634+45.3% | $3,603+6.2% | $3,608+6.1% |
| Admin fee / account holder | $43,708 | $3,980+998.1% | $5,420+706.4% | $5,124+753.0% |