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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 | $80,500 | $61,605+30.7% | $112,273-28.3% | $75,173+7.1% |
| Participation rate | 55.3% | 61.7%-6.4pp | 72.4%-17.1pp | 67.2%-11.9pp |
| Annual return | 8.67% | 28.47%-19.8pp | 30.23%-21.6pp | 160.72%-152.0pp |
| Employer contribution / active EE | $1,663 | $2,015-17.5% | $3,431-51.5% | $2,671-37.7% |
| Participant deferral / active EE | $2,096 | $3,108-32.6% | $4,800-56.3% | $4,126-49.2% |
| Admin fee / account holder | $1,134 | $4,862-76.7% | $7,752-85.4% | $5,651-79.9% |