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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 | $122,035 | $91,537+33.3% | $130,045-6.2% | $75,173+62.3% |
| Participation rate | 40.8% | 71.5%-30.6pp | 78.5%-37.7pp | 67.2%-26.4pp |
| Annual return | 10.05% | -631.55%+641.6pp | -137.30%+147.4pp | 160.72%-150.7pp |
| Employer contribution / active EE | $1,594 | $2,845-43.9% | $4,321-63.1% | $2,671-40.3% |
| Participant deferral / active EE | $3,747 | $4,343-13.7% | $5,820-35.6% | $4,126-9.2% |
| Admin fee / account holder | $666 | $6,780-90.2% | $10,600-93.7% | $5,651-88.2% |