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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 | $105,684 | $117,895-10.4% | $102,460+3.1% | $145,897-27.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 5.34% | 31.92%-26.6pp | 29.47%-24.1pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,655 | $3,619-54.3% | $3,025-45.3% | $4,663-64.5% |
| Participant deferral / active EE | $4,940 | $5,736-13.9% | $5,056-2.3% | $6,689-26.1% |
| Admin fee / account holder | $61,141 | $13,353+357.9% | $9,460+546.3% | $13,390+356.6% |