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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 | $90,958 | $102,429-11.2% | $147,096-38.2% | $80,925+12.4% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 11.79% | 135.02%-123.2pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,090 | $3,716-43.8% | $4,936-57.7% | $2,756-24.2% |
| Participant deferral / active EE | $4,965 | $6,649-25.3% | $8,071-38.5% | $4,299+15.5% |
| Admin fee / account holder | $915 | $7,957-88.5% | $13,005-93.0% | $6,940-86.8% |