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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 | $120,580 | $65,395+84.4% | $182,558-33.9% | $72,976+65.2% |
| Participation rate | 60.6% | 65.4%-4.8pp | 78.0%-17.4pp | 69.5%-8.9pp |
| Annual return | 9.86% | 27.68%-17.8pp | 148.59%-138.7pp | 81.02%-71.2pp |
| Employer contribution / active EE | $1,201 | $1,911-37.1% | $4,076-70.5% | $2,440-50.8% |
| Participant deferral / active EE | $2,109 | $3,563-40.8% | $5,526-61.8% | $3,608-41.5% |
| Admin fee / account holder | $3,061 | $4,245-27.9% | $8,594-64.4% | $5,124-40.3% |