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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 | $118,641 | $102,385+15.9% | $147,080-19.3% | $80,935+46.6% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 9.60% | 135.09%-125.5pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,829 | $3,717-50.8% | $4,933-62.9% | $2,757-33.7% |
| Participant deferral / active EE | $3,415 | $6,651-48.6% | $8,066-57.7% | $4,299-20.6% |
| Admin fee / account holder | $4,423 | $7,951-44.4% | $12,989-65.9% | $6,924-36.1% |