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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 | $116,316 | $95,404+21.9% | $113,397+2.6% | $82,637+40.8% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 9.65% | 19.08%-9.4pp | 23.20%-13.5pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,153 | $2,307-50.0% | $2,977-61.3% | $2,552-54.8% |
| Participant deferral / active EE | $1,951 | $4,220-53.8% | $5,076-61.6% | $4,126-52.7% |
| Admin fee / account holder | $54,246 | $9,168+491.7% | $11,957+353.7% | $7,339+639.2% |