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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 | $65,148 | $102,385-36.4% | $147,080-55.7% | $80,935-19.5% |
| Participation rate | 62.9% | 75.9%-13.0pp | 82.2%-19.3pp | 67.7%-4.8pp |
| Annual return | 10.50% | 135.09%-124.6pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $2,044 | $3,717-45.0% | $4,933-58.6% | $2,757-25.9% |
| Participant deferral / active EE | $5,860 | $6,651-11.9% | $8,066-27.4% | $4,299+36.3% |
| Admin fee / account holder | $1,801 | $7,951-77.3% | $12,989-86.1% | $6,924-74.0% |