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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 | $61,135 | $102,429-40.3% | $147,096-58.4% | $80,925-24.5% |
| Participation rate | 55.0% | 75.9%-20.9pp | 82.2%-27.2pp | 67.7%-12.7pp |
| Annual return | 9.23% | 135.02%-125.8pp | 419.75%-410.5pp | 35.65%-26.4pp |
| Employer contribution / active EE | $3,021 | $3,716-18.7% | $4,936-38.8% | $2,756+9.6% |
| Participant deferral / active EE | $6,568 | $6,649-1.2% | $8,071-18.6% | $4,299+52.8% |
| Admin fee / account holder | $11,435 | $7,957+43.7% | $13,005-12.1% | $6,940+64.8% |