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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 | $133,165 | $73,978+80.0% | $96,515+38.0% | $75,173+77.1% |
| Participation rate | 48.0% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.2pp |
| Annual return | 11.84% | 26.72%-14.9pp | 35.73%-23.9pp | 160.72%-148.9pp |
| Employer contribution / active EE | $1,681 | $2,931-42.7% | $3,740-55.1% | $2,671-37.1% |
| Participant deferral / active EE | $2,699 | $3,660-26.2% | $4,880-44.7% | $4,126-34.6% |
| Admin fee / account holder | $1,109 | $5,219-78.8% | $6,735-83.5% | $5,651-80.4% |