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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 | $101,818 | $65,034+56.6% | $90,970+11.9% | $79,856+27.5% |
| Participation rate | 46.0% | 61.6%-15.6pp | 69.0%-23.0pp | 69.6%-23.6pp |
| Annual return | 5.58% | 30.45%-24.9pp | 134.60%-129.0pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,047 | $1,247-16.1% | $2,122-50.7% | $2,471-57.6% |
| Participant deferral / active EE | $3,282 | $2,512+30.6% | $3,373-2.7% | $3,741-12.3% |
| Admin fee / account holder | $2,562 | $4,536-43.5% | $5,961-57.0% | $5,306-51.7% |