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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 | $92,743 | $43,075+115.3% | $74,577+24.4% | $62,881+47.5% |
| Participation rate | 34.3% | 58.1%-23.8pp | 68.1%-33.8pp | 69.3%-35.0pp |
| Annual return | 4.44% | 17.50%-13.1pp | 20.47%-16.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,514 | $1,498+1.1% | $2,525-40.1% | $2,281-33.6% |
| Participant deferral / active EE | $1,514 | $2,389-36.7% | $3,458-56.2% | $3,203-52.7% |
| Admin fee / account holder | $15,836 | $2,840+457.6% | $4,138+282.7% | $4,296+268.7% |