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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 | $114,333 | $106,749+7.1% | $145,433-21.4% | $82,448+38.7% |
| Participation rate | 48.1% | 75.6%-27.6pp | 82.1%-34.0pp | 68.1%-20.0pp |
| Annual return | 11.76% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,476 | $3,444-57.1% | $4,554-67.6% | $2,551-42.1% |
| Participant deferral / active EE | $4,536 | $6,519-30.4% | $7,897-42.6% | $4,139+9.6% |
| Admin fee / account holder | $57,053 | $8,390+580.0% | $13,129+334.6% | $7,234+688.6% |