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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 | $88,764 | $81,487+8.9% | $102,412-13.3% | $80,935+9.7% |
| Participation rate | 51.1% | 66.8%-15.8pp | 74.5%-23.4pp | 67.7%-16.6pp |
| Annual return | 7.95% | 25.60%-17.6pp | 24.94%-17.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $2,207 | $3,103-28.9% | $3,870-43.0% | $2,757-20.0% |
| Participant deferral / active EE | $4,380 | $3,871+13.2% | $5,060-13.4% | $4,299+1.9% |
| Admin fee / account holder | $26,517 | $6,717+294.8% | $8,388+216.1% | $6,924+283.0% |