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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 | $129,681 | $93,589+38.6% | $135,942-4.6% | $75,181+72.5% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 11.40% | 30.90%-19.5pp | 68.28%-56.9pp | 160.69%-149.3pp |
| Employer contribution / active EE | $1,449 | $3,537-59.0% | $4,858-70.2% | $2,671-45.7% |
| Participant deferral / active EE | $6,296 | $6,405-1.7% | $7,759-18.9% | $4,126+52.6% |
| Admin fee / account holder | $2,266 | $6,977-67.5% | $10,764-78.9% | $5,650-59.9% |