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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 | $112,187 | $81,446+37.7% | $103,374+8.5% | $80,874+38.7% |
| Participation rate | 55.1% | 66.9%-11.8pp | 74.5%-19.4pp | 67.6%-12.6pp |
| Annual return | 10.24% | 25.57%-15.3pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,492 | $3,107-52.0% | $3,869-61.4% | $2,756-45.9% |
| Participant deferral / active EE | $2,780 | $3,870-28.2% | $5,058-45.0% | $4,297-35.3% |
| Admin fee / account holder | $2,963 | $6,715-55.9% | $8,394-64.7% | $6,935-57.3% |