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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 | $66,881 | $58,493+14.3% | $84,021-20.4% | $72,975-8.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 15.37% | 28.93%-13.6pp | 71.32%-55.9pp | 81.01%-65.6pp |
| Employer contribution / active EE | $1,353 | $1,163+16.3% | $1,984-31.8% | $2,440-44.6% |
| Participant deferral / active EE | $1,780 | $2,394-25.7% | $3,239-45.1% | $3,608-50.7% |
| Admin fee / account holder | $11,030 | $4,569+141.4% | $6,102+80.8% | $5,124+115.3% |