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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 | $75,864 | $47,848+58.6% | $81,473-6.9% | $70,126+8.2% |
| Participation rate | 50.0% | 58.3%-8.3pp | 68.0%-18.0pp | 69.5%-19.5pp |
| Annual return | 12.29% | 27.25%-15.0pp | 38.78%-26.5pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,777 | $1,527+16.3% | $2,568-30.8% | $2,343-24.2% |
| Participant deferral / active EE | $3,753 | $2,453+53.0% | $3,537+6.1% | $3,332+12.6% |
| Admin fee / account holder | $358 | $3,145-88.6% | $4,561-92.1% | $4,645-92.3% |