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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 | $83,639 | $80,992+3.3% | $96,534-13.4% | $75,173+11.3% |
| Participation rate | 57.6% | 71.8%-14.2pp | 76.0%-18.4pp | 67.2%-9.6pp |
| Annual return | 11.20% | 27.05%-15.8pp | 25.88%-14.7pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,732 | $2,283-24.1% | $2,965-41.6% | $2,671-35.2% |
| Participant deferral / active EE | $1,930 | $3,929-50.9% | $4,851-60.2% | $4,126-53.2% |
| Admin fee / account holder | $11,917 | $6,717+77.4% | $8,253+44.4% | $5,651+110.9% |