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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 | $109,055 | $61,125+78.4% | $94,057+15.9% | $87,485+24.7% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.3%-15.7pp | 68.9%-11.2pp |
| Annual return | 10.71% | 35.20%-24.5pp | 480.62%-469.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,601 | $2,136-25.0% | $2,933-45.4% | $2,596-38.3% |
| Participant deferral / active EE | $3,003 | $3,260-7.9% | $4,709-36.2% | $4,274-29.7% |
| Admin fee / account holder | $3,981 | $5,629-29.3% | $7,244-45.0% | $7,775-48.8% |