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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 | $139,269 | $97,550+42.8% | $120,344+15.7% | $87,485+59.2% |
| Participation rate | 39.7% | 72.8%-33.2pp | 76.7%-37.1pp | 68.9%-29.3pp |
| Annual return | 11.31% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $1,884 | $2,291-17.8% | $3,020-37.6% | $2,596-27.4% |
| Participant deferral / active EE | $3,295 | $4,230-22.1% | $5,135-35.8% | $4,274-22.9% |
| Admin fee / account holder | $47,909 | $9,543+402.1% | $12,742+276.0% | $7,775+516.2% |