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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 | $114,396 | $81,476+40.4% | $102,383+11.7% | $80,925+41.4% |
| Participation rate | 32.5% | 66.8%-34.4pp | 74.5%-42.0pp | 67.7%-35.2pp |
| Annual return | 7.82% | 25.59%-17.8pp | 24.94%-17.1pp | 35.65%-27.8pp |
| Employer contribution / active EE | $1,595 | $3,105-48.6% | $3,870-58.8% | $2,756-42.1% |
| Participant deferral / active EE | $2,121 | $3,871-45.2% | $5,060-58.1% | $4,299-50.7% |
| Admin fee / account holder | $12,550 | $6,717+86.8% | $8,391+49.6% | $6,940+80.8% |