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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 | $100,577 | $81,504+23.4% | $102,437-1.8% | $80,959+24.2% |
| Participation rate | 53.3% | 66.9%-13.5pp | 74.5%-21.2pp | 67.7%-14.3pp |
| Annual return | 9.68% | 25.60%-15.9pp | 24.95%-15.3pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,468 | $3,104-52.7% | $3,871-62.1% | $2,757-46.8% |
| Participant deferral / active EE | $4,481 | $3,871+15.8% | $5,060-11.4% | $4,300+4.2% |
| Admin fee / account holder | $47,780 | $6,719+611.1% | $8,388+469.6% | $6,925+589.9% |