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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 | $118,683 | $70,684+67.9% | $169,390-29.9% | $75,173+57.9% |
| Participation rate | 50.0% | 64.8%-14.8pp | 77.2%-27.2pp | 67.2%-17.2pp |
| Annual return | 13.18% | 36.38%-23.2pp | 406.07%-392.9pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,103 | $2,211-4.9% | $4,013-47.6% | $2,671-21.3% |
| Participant deferral / active EE | $3,862 | $4,310-10.4% | $6,222-37.9% | $4,126-6.4% |
| Admin fee / account holder | $4,127 | $5,404-23.6% | $9,015-54.2% | $5,651-27.0% |