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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 | $101,793 | $81,487+24.9% | $102,412-0.6% | $80,935+25.8% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 10.32% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $2,253 | $3,103-27.4% | $3,870-41.8% | $2,757-18.3% |
| Participant deferral / active EE | $4,303 | $3,871+11.2% | $5,060-15.0% | $4,299+0.1% |
| Admin fee / account holder | $29,019 | $6,717+332.0% | $8,388+246.0% | $6,924+319.1% |