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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 | $89,616 | $65,034+37.8% | $90,970-1.5% | $79,856+12.2% |
| Participation rate | 54.2% | 61.6%-7.4pp | 69.0%-14.8pp | 69.6%-15.5pp |
| Annual return | 10.05% | 30.45%-20.4pp | 134.60%-124.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,142 | $1,247+71.7% | $2,122+0.9% | $2,471-13.3% |
| Participant deferral / active EE | $3,680 | $2,512+46.5% | $3,373+9.1% | $3,741-1.6% |
| Admin fee / account holder | $33,449 | $4,536+637.4% | $5,961+461.1% | $5,306+530.4% |