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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 | $94,621 | $57,590+64.3% | $86,233+9.7% | $82,448+14.8% |
| Participation rate | 55.1% | 57.9%-2.8pp | 69.0%-13.9pp | 68.1%-13.0pp |
| Annual return | 10.97% | 22.41%-11.4pp | 61.39%-50.4pp | 41.64%-30.7pp |
| Employer contribution / active EE | $3,479 | $1,655+110.2% | $2,504+38.9% | $2,551+36.4% |
| Participant deferral / active EE | $9,565 | $3,080+210.6% | $4,559+109.8% | $4,139+131.1% |
| Admin fee / account holder | $21,957 | $4,730+364.2% | $8,342+163.2% | $7,234+203.5% |