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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 | $104,112 | $91,179+14.2% | $178,499-41.7% | $79,852+30.4% |
| Participation rate | 53.1% | 69.2%-16.1pp | 81.9%-28.8pp | 69.6%-16.5pp |
| Annual return | 4.62% | 24.19%-19.6pp | 151.10%-146.5pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,651 | $3,256-49.3% | $5,011-67.1% | $2,471-33.2% |
| Participant deferral / active EE | $3,982 | $3,236+23.1% | $5,202-23.5% | $3,740+6.5% |
| Admin fee / account holder | $1,993 | $6,749-70.5% | $13,986-85.8% | $5,306-62.4% |