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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 | $101,634 | $50,972+99.4% | $88,538+14.8% | $72,983+39.3% |
| Participation rate | 50.9% | 63.4%-12.5pp | 68.7%-17.8pp | 69.5%-18.5pp |
| Annual return | 11.46% | 29.62%-18.2pp | 43.64%-32.2pp | 81.01%-69.5pp |
| Employer contribution / active EE | $2,176 | $1,475+47.6% | $2,098+3.7% | $2,440-10.8% |
| Participant deferral / active EE | $4,564 | $2,230+104.6% | $2,914+56.6% | $3,608+26.5% |
| Admin fee / account holder | $11,631 | $3,230+260.1% | $4,310+169.8% | $5,124+127.0% |