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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 | $75,807+33.5% | $116,096-12.8% | $86,983+16.3% |
| Participation rate | 48.3% | 66.9%-18.6pp | 73.3%-25.0pp | 69.5%-21.3pp |
| Annual return | 8.29% | 18.57%-10.3pp | 326.25%-318.0pp | 25.83%-17.5pp |
| Employer contribution / active EE | $1,874 | $1,892-1.0% | $2,503-25.2% | $2,584-27.5% |
| Participant deferral / active EE | $5,825 | $3,212+81.4% | $3,952+47.4% | $4,194+38.9% |
| Admin fee / account holder | $812 | $6,659-87.8% | $7,704-89.5% | $7,856-89.7% |