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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 | $111,792 | $88,672+26.1% | $105,223+6.2% | $82,448+35.6% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 11.37% | 30.86%-19.5pp | 180.65%-169.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,477 | $3,048-51.5% | $3,689-59.9% | $2,551-42.1% |
| Participant deferral / active EE | $3,098 | $4,036-23.2% | $5,072-38.9% | $4,139-25.2% |
| Admin fee / account holder | $1,000 | $7,146-86.0% | $8,859-88.7% | $7,234-86.2% |