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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 | $64,161 | $102,422-37.4% | $147,117-56.4% | $80,959-20.7% |
| Participation rate | 61.7% | 75.9%-14.2pp | 82.2%-20.5pp | 67.7%-6.0pp |
| Annual return | 9.96% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,325 | $3,717-64.4% | $4,932-73.1% | $2,757-52.0% |
| Participant deferral / active EE | $5,782 | $6,652-13.1% | $8,065-28.3% | $4,300+34.5% |
| Admin fee / account holder | $6,942 | $7,953-12.7% | $12,993-46.6% | $6,925+0.2% |