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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 | $68,732 | $57,590+19.3% | $86,233-20.3% | $82,448-16.6% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.0%-30.6pp | 68.1%-29.6pp |
| Annual return | 12.83% | 22.41%-9.6pp | 61.39%-48.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,489 | $1,655-10.1% | $2,504-40.5% | $2,551-41.6% |
| Participant deferral / active EE | $3,507 | $3,080+13.9% | $4,559-23.1% | $4,139-15.3% |
| Admin fee / account holder | $18,299 | $4,730+286.8% | $8,342+119.4% | $7,234+152.9% |