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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 | $124,505 | $70,435+76.8% | $96,575+28.9% | $85,856+45.0% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 7.84% | 18.59%-10.8pp | 37.79%-30.0pp | 318.58%-310.7pp |
| Employer contribution / active EE | $1,083 | $1,413-23.3% | $2,357-54.0% | $2,565-57.8% |
| Participant deferral / active EE | $3,495 | $2,894+20.8% | $3,849-9.2% | $3,952-11.6% |
| Admin fee / account holder | $1,839 | $4,997-63.2% | $6,182-70.3% | $6,261-70.6% |