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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 | $87,877 | $73,988+18.8% | $96,538-9.0% | $75,177+16.9% |
| Participation rate | 23.8% | 66.4%-42.6pp | 74.3%-50.5pp | 67.2%-43.4pp |
| Annual return | 11.49% | 26.73%-15.2pp | 35.74%-24.2pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,625 | $2,930-44.6% | $3,740-56.6% | $2,671-39.2% |
| Participant deferral / active EE | $2,825 | $3,660-22.8% | $4,880-42.1% | $4,126-31.5% |
| Admin fee / account holder | $6,662 | $5,220+27.6% | $6,737-1.1% | $5,651+17.9% |