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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 | $137,519 | $84,236+63.3% | $170,435-19.3% | $70,126+96.1% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 9.66% | 23.06%-13.4pp | 205.94%-196.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,184 | $3,387-65.1% | $5,432-78.2% | $2,343-49.5% |
| Participant deferral / active EE | $2,316 | $3,086-24.9% | $4,939-53.1% | $3,332-30.5% |
| Admin fee / account holder | $3,505 | $5,698-38.5% | $13,881-74.8% | $4,645-24.6% |