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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 | $58,848+16.8% | $88,179-22.1% | $82,637-16.8% |
| Participation rate | 38.5% | 57.9%-19.4pp | 69.1%-30.7pp | 68.1%-29.6pp |
| Annual return | 12.83% | 22.76%-9.9pp | 64.97%-52.1pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,489 | $1,678-11.3% | $2,549-41.6% | $2,552-41.7% |
| Participant deferral / active EE | $3,507 | $3,124+12.3% | $4,614-24.0% | $4,126-15.0% |
| Admin fee / account holder | $18,299 | $4,795+281.6% | $7,673+138.5% | $7,339+149.3% |