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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 | $102,393+60.1% | $147,041+11.5% | $80,911+102.7% |
| Participation rate | 60.5% | 75.9%-15.3pp | 82.2%-21.6pp | 67.6%-7.1pp |
| Annual return | 9.78% | 134.95%-125.2pp | 419.21%-409.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $2,123 | $3,715-42.8% | $4,935-57.0% | $2,756-23.0% |
| Participant deferral / active EE | $7,870 | $6,647+18.4% | $8,071-2.5% | $4,297+83.1% |
| Admin fee / account holder | $5,534 | $7,943-30.3% | $13,006-57.4% | $6,935-20.2% |