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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 | $138,103 | $102,422+34.8% | $147,117-6.1% | $80,959+70.6% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 11.83% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,890 | $3,717-49.2% | $4,932-61.7% | $2,757-31.5% |
| Participant deferral / active EE | $3,906 | $6,652-41.3% | $8,065-51.6% | $4,300-9.2% |
| Admin fee / account holder | $2,995 | $7,953-62.3% | $12,993-76.9% | $6,925-56.8% |