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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 | $101,518 | $76,367+32.9% | $93,614+8.4% | $72,983+39.1% |
| Participation rate | 45.8% | 71.7%-25.9pp | 75.8%-30.0pp | 69.5%-23.7pp |
| Annual return | 13.35% | 25.82%-12.5pp | 32.76%-19.4pp | 81.01%-67.7pp |
| Employer contribution / active EE | $848 | $2,275-62.7% | $2,718-68.8% | $2,440-65.3% |
| Participant deferral / active EE | $1,751 | $3,538-50.5% | $4,069-57.0% | $3,608-51.5% |
| Admin fee / account holder | $1,279 | $6,838-81.3% | $7,889-83.8% | $5,124-75.0% |