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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 | $103,888 | $77,472+34.1% | $100,392+3.5% | $80,935+28.4% |
| Participation rate | 48.8% | 76.9%-28.2pp | 81.5%-32.7pp | 67.7%-18.9pp |
| Annual return | 11.50% | 37.26%-25.8pp | 49.45%-38.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $3,433 | $2,800+22.6% | $3,941-12.9% | $2,757+24.5% |
| Participant deferral / active EE | $5,148 | $6,818-24.5% | $8,090-36.4% | $4,299+19.7% |
| Admin fee / account holder | $2,149 | $5,885-63.5% | $7,904-72.8% | $6,924-69.0% |