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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 | $110,128 | $108,825+1.2% | $156,181-29.5% | $82,448+33.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 8.84% | 20.59%-11.8pp | 64.87%-56.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,338 | $2,870-53.4% | $4,294-68.8% | $2,551-47.5% |
| Participant deferral / active EE | $2,687 | $4,577-41.3% | $6,132-56.2% | $4,139-35.1% |
| Admin fee / account holder | $838 | $9,341-91.0% | $14,586-94.3% | $7,234-88.4% |