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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 | $92,028 | $51,606+78.3% | $129,339-28.8% | $80,911+13.7% |
| Participation rate | 39.3% | 57.0%-17.7pp | 69.6%-30.3pp | 67.6%-28.4pp |
| Annual return | 10.73% | 20.76%-10.0pp | 9437.05%-9426.3pp | 35.63%-24.9pp |
| Employer contribution / active EE | $849 | $1,582-46.3% | $4,154-79.6% | $2,756-69.2% |
| Participant deferral / active EE | $1,606 | $2,669-39.8% | $4,170-61.5% | $4,297-62.6% |
| Admin fee / account holder | $4,003 | $4,310-7.1% | $7,668-47.8% | $6,935-42.3% |