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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 | $97,219 | $53,832+80.6% | $75,702+28.4% | $85,854+13.2% |
| Participation rate | 56.8% | 69.1%-12.3pp | 74.8%-18.1pp | 69.3%-12.6pp |
| Annual return | 12.06% | 24.55%-12.5pp | 104.56%-92.5pp | 318.56%-306.5pp |
| Employer contribution / active EE | $1,263 | $2,018-37.4% | $2,743-54.0% | $2,565-50.8% |
| Participant deferral / active EE | $1,974 | $2,896-31.8% | $3,822-48.3% | $3,952-50.0% |
| Admin fee / account holder | $7,351 | $3,341+120.0% | $3,619+103.1% | $6,260+17.4% |