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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 | $113,733 | $77,920+46.0% | $149,723-24.0% | $75,177+51.3% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 10.64% | 31.72%-21.1pp | 134.50%-123.9pp | 160.75%-150.1pp |
| Employer contribution / active EE | $1,229 | $3,138-60.9% | $4,821-74.5% | $2,671-54.0% |
| Participant deferral / active EE | $2,970 | $3,411-12.9% | $5,682-47.7% | $4,126-28.0% |
| Admin fee / account holder | $2,242 | $5,951-62.3% | $13,215-83.0% | $5,651-60.3% |