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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 | $102,382+34.9% | $147,005-6.1% | $80,874+70.8% |
| Participation rate | 56.7% | 75.8%-19.2pp | 82.2%-25.5pp | 67.6%-11.0pp |
| Annual return | 11.83% | 134.89%-123.1pp | 418.76%-406.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,890 | $3,715-49.1% | $4,934-61.7% | $2,756-31.4% |
| Participant deferral / active EE | $3,906 | $6,646-41.2% | $8,070-51.6% | $4,297-9.1% |
| Admin fee / account holder | $2,995 | $7,942-62.3% | $13,006-77.0% | $6,935-56.8% |