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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 | $142,797 | $81,358+75.5% | $155,556-8.2% | $80,959+76.4% |
| Participation rate | 55.9% | 66.3%-10.4pp | 78.2%-22.3pp | 67.7%-11.8pp |
| Annual return | 8.94% | 33.39%-24.5pp | 64.84%-55.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,632 | $3,106-47.5% | $4,675-65.1% | $2,757-40.8% |
| Participant deferral / active EE | $4,957 | $3,455+43.5% | $5,631-12.0% | $4,300+15.3% |
| Admin fee / account holder | $2,307 | $7,994-71.1% | $15,885-85.5% | $6,925-66.7% |