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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 | $101,191 | $63,354+59.7% | $94,105+7.5% | $82,637+22.5% |
| Participation rate | 48.3% | 63.8%-15.6pp | 71.9%-23.7pp | 68.1%-19.8pp |
| Annual return | 8.29% | 34.36%-26.1pp | 204.55%-196.3pp | 53.51%-45.2pp |
| Employer contribution / active EE | $1,874 | $1,760+6.5% | $2,504-25.2% | $2,552-26.6% |
| Participant deferral / active EE | $5,825 | $2,873+102.7% | $3,881+50.1% | $4,126+41.2% |
| Admin fee / account holder | $812 | $5,073-84.0% | $6,199-86.9% | $7,339-88.9% |