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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 | $97,729 | $71,057+37.5% | $93,654+4.4% | $80,874+20.8% |
| Participation rate | 54.5% | 60.4%-5.9pp | 68.7%-14.2pp | 67.6%-13.1pp |
| Annual return | 9.60% | 11.26%-1.7pp | 133.34%-123.7pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,039 | $1,564-33.6% | $2,421-57.1% | $2,756-62.3% |
| Participant deferral / active EE | $2,624 | $4,034-34.9% | $4,413-40.5% | $4,297-38.9% |
| Admin fee / account holder | $17,196 | $6,944+147.6% | $8,282+107.6% | $6,935+148.0% |