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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 | $109,983 | $65,246+68.6% | $98,716+11.4% | $67,986+61.8% |
| Participation rate | 51.4% | 51.4%0pp | 69.3%-17.9pp | 57.2%-5.8pp |
| Annual return | 11.12% | 20.58%-9.5pp | 31.81%-20.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $611 | $1,042-41.4% | $2,279-73.2% | $2,019-69.7% |
| Participant deferral / active EE | $2,056 | $2,594-20.7% | $4,048-49.2% | $3,358-38.8% |
| Admin fee / account holder | $2,174 | $4,561-52.3% | $8,703-75.0% | $3,203-32.1% |