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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 | $101,589 | $86,949+16.8% | $102,460-0.8% | $80,959+25.5% |
| Participation rate | 51.1% | 72.4%-21.2pp | 76.5%-25.4pp | 67.7%-16.5pp |
| Annual return | 10.15% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,051 | $2,370-55.6% | $3,025-65.2% | $2,757-61.9% |
| Participant deferral / active EE | $3,300 | $4,121-19.9% | $5,056-34.7% | $4,300-23.3% |
| Admin fee / account holder | $14,875 | $8,048+84.8% | $9,460+57.2% | $6,925+114.8% |