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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 | $115,156 | $97,550+18.0% | $120,344-4.3% | $87,485+31.6% |
| Participation rate | 52.7% | 72.8%-20.1pp | 76.7%-24.0pp | 68.9%-16.2pp |
| Annual return | 11.17% | 18.41%-7.2pp | 20.30%-9.1pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,696 | $2,291-25.9% | $3,020-43.8% | $2,596-34.7% |
| Participant deferral / active EE | $3,548 | $4,230-16.1% | $5,135-30.9% | $4,274-17.0% |
| Admin fee / account holder | $16,894 | $9,543+77.0% | $12,742+32.6% | $7,775+117.3% |