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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 | $143,580 | $81,331+76.5% | $155,534-7.7% | $80,935+77.4% |
| Participation rate | 55.9% | 66.3%-10.4pp | 78.2%-22.3pp | 67.7%-11.8pp |
| Annual return | 7.84% | 33.37%-25.5pp | 64.92%-57.1pp | 35.66%-27.8pp |
| Employer contribution / active EE | $2,797 | $3,105-9.9% | $4,675-40.2% | $2,757+1.5% |
| Participant deferral / active EE | $5,400 | $3,454+56.3% | $5,630-4.1% | $4,299+25.6% |
| Admin fee / account holder | $44,485 | $7,999+456.1% | $15,900+179.8% | $6,924+542.4% |