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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 | $92,455 | $70,418+31.3% | $96,570-4.3% | $85,847+7.7% |
| Participation rate | 51.4% | 61.8%-10.5pp | 69.8%-18.5pp | 69.3%-18.0pp |
| Annual return | 10.21% | 18.59%-8.4pp | 37.79%-27.6pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,379 | $1,413-2.4% | $2,357-41.5% | $2,565-46.2% |
| Participant deferral / active EE | $3,894 | $2,894+34.5% | $3,849+1.2% | $3,952-1.5% |
| Admin fee / account holder | $2,030 | $4,995-59.4% | $6,182-67.2% | $6,261-67.6% |