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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 | $163,966 | $102,385+60.1% | $147,080+11.5% | $80,935+102.6% |
| Participation rate | 60.5% | 75.9%-15.3pp | 82.2%-21.7pp | 67.7%-7.1pp |
| Annual return | 9.78% | 135.09%-125.3pp | 420.17%-410.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,123 | $3,717-42.9% | $4,933-57.0% | $2,757-23.0% |
| Participant deferral / active EE | $7,870 | $6,651+18.3% | $8,066-2.4% | $4,299+83.0% |
| Admin fee / account holder | $5,534 | $7,951-30.4% | $12,989-57.4% | $6,924-20.1% |