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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 | $134,667 | $71,197+89.1% | $93,669+43.8% | $80,925+66.4% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.8pp | 67.7%-15.7pp |
| Annual return | 5.65% | 11.27%-5.6pp | 133.59%-127.9pp | 35.65%-30.0pp |
| Employer contribution / active EE | $1,129 | $1,565-27.9% | $2,424-53.4% | $2,756-59.1% |
| Participant deferral / active EE | $2,576 | $4,036-36.2% | $4,416-41.7% | $4,299-40.1% |
| Admin fee / account holder | $2,085 | $6,959-70.0% | $8,291-74.9% | $6,940-70.0% |