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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 | $124,918 | $81,457+53.4% | $103,378+20.8% | $80,911+54.4% |
| Participation rate | 39.1% | 66.8%-27.7pp | 74.5%-35.4pp | 67.6%-28.5pp |
| Annual return | 7.25% | 25.58%-18.3pp | 24.91%-17.7pp | 35.63%-28.4pp |
| Employer contribution / active EE | $1,505 | $3,107-51.6% | $3,870-61.1% | $2,756-45.4% |
| Participant deferral / active EE | $2,127 | $3,871-45.0% | $5,058-57.9% | $4,297-50.5% |
| Admin fee / account holder | $16,472 | $6,717+145.2% | $8,401+96.1% | $6,935+137.5% |