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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 | $107,835 | $77,472+39.2% | $100,392+7.4% | $80,935+33.2% |
| Participation rate | 52.0% | 76.9%-24.9pp | 81.5%-29.5pp | 67.7%-15.7pp |
| Annual return | 12.03% | 37.26%-25.2pp | 49.45%-37.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,118 | $2,800-60.1% | $3,941-71.6% | $2,757-59.5% |
| Participant deferral / active EE | $3,579 | $6,818-47.5% | $8,090-55.8% | $4,299-16.7% |
| Admin fee / account holder | $8,398 | $5,885+42.7% | $7,904+6.2% | $6,924+21.3% |