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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 | $119,962 | $97,648+22.9% | $121,663-1.4% | $87,485+37.1% |
| Participation rate | 33.3% | 70.5%-37.1pp | 74.5%-41.2pp | 68.9%-35.6pp |
| Annual return | 9.27% | 18.03%-8.8pp | 147.54%-138.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,163 | $2,300-49.4% | $3,020-61.5% | $2,596-55.2% |
| Participant deferral / active EE | $1,734 | $3,923-55.8% | $4,887-64.5% | $4,274-59.4% |
| Admin fee / account holder | $2,610 | $11,100-76.5% | $14,289-81.7% | $7,775-66.4% |