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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 | $139,191 | $106,749+30.4% | $145,433-4.3% | $82,448+68.8% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.1%-30.4pp | 68.1%-16.3pp |
| Annual return | 12.75% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,588 | $3,444-24.9% | $4,554-43.2% | $2,551+1.4% |
| Participant deferral / active EE | $5,358 | $6,519-17.8% | $7,897-32.2% | $4,139+29.4% |
| Admin fee / account holder | $1,292 | $8,390-84.6% | $13,129-90.2% | $7,234-82.1% |