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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 | $91,763 | $70,366+30.4% | $66,674+37.6% | $138,895-33.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 12.94% | 386.41%-373.5pp | 321.24%-308.3pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,809 | $2,765-34.6% | $2,620-30.9% | $4,194-56.9% |
| Participant deferral / active EE | $3,623 | $4,374-17.2% | $4,084-11.3% | $6,396-43.4% |
| Admin fee / account holder | $35,417 | $5,262+573.0% | $5,098+594.7% | $12,562+181.9% |