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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 | $119,371 | $48,078+148.3% | $78,676+51.7% | $62,881+89.8% |
| Participation rate | 44.4% | 65.2%-20.8pp | 73.6%-29.1pp | 69.3%-24.9pp |
| Annual return | 2.71% | 31.36%-28.6pp | 62.19%-59.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,134 | $2,015-43.7% | $2,850-60.2% | $2,281-50.3% |
| Participant deferral / active EE | $2,568 | $2,587-0.7% | $3,517-27.0% | $3,203-19.8% |
| Admin fee / account holder | $1,573 | $3,206-50.9% | $4,510-65.1% | $4,296-63.4% |