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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 | $109,124 | $69,977+55.9% | $108,582+0.5% | $62,881+73.5% |
| Participation rate | 51.7% | 72.9%-21.2pp | 79.6%-27.8pp | 69.3%-17.6pp |
| Annual return | 4.24% | 10.73%-6.5pp | -51.70%+55.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,285 | $2,135+7.1% | $3,758-39.2% | $2,281+0.2% |
| Participant deferral / active EE | $6,061 | $3,165+91.5% | $4,311+40.6% | $3,203+89.2% |
| Admin fee / account holder | $21,483 | $5,076+323.2% | $7,645+181.0% | $4,296+400.1% |