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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 | $68,162 | $53,128+28.3% | $86,582-21.3% | $70,126-2.8% |
| Participation rate | 59.1% | 65.3%-6.2pp | 73.5%-14.5pp | 69.5%-10.4pp |
| Annual return | 9.78% | 27.66%-17.9pp | 965.08%-955.3pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,385 | $2,068-33.0% | $2,839-51.2% | $2,343-40.9% |
| Participant deferral / active EE | $2,887 | $2,695+7.1% | $3,609-20.0% | $3,332-13.3% |
| Admin fee / account holder | $15,951 | $3,584+345.1% | $4,904+225.3% | $4,645+243.4% |