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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 | $108,017 | $93,589+15.4% | $135,942-20.5% | $75,181+43.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 14.18% | 30.90%-16.7pp | 68.28%-54.1pp | 160.69%-146.5pp |
| Employer contribution / active EE | $1,420 | $3,537-59.9% | $4,858-70.8% | $2,671-46.8% |
| Participant deferral / active EE | $3,269 | $6,405-49.0% | $7,759-57.9% | $4,126-20.8% |
| Admin fee / account holder | $1,277 | $6,977-81.7% | $10,764-88.1% | $5,650-77.4% |