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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 | $98,045 | $101,778-3.7% | $164,975-40.6% | $80,925+21.2% |
| Participation rate | 30.5% | 71.8%-41.3pp | 78.6%-48.1pp | 67.7%-37.1pp |
| Annual return | 6.81% | 16.73%-9.9pp | 70.12%-63.3pp | 35.65%-28.8pp |
| Employer contribution / active EE | $1,906 | $2,954-35.5% | $4,343-56.1% | $2,756-30.8% |
| Participant deferral / active EE | $2,718 | $4,477-39.3% | $6,033-55.0% | $4,299-36.8% |
| Admin fee / account holder | $19,853 | $8,221+141.5% | $12,688+56.5% | $6,940+186.1% |