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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 | $100,119 | $50,554+98.0% | $67,681+47.9% | $87,485+14.4% |
| Participation rate | 60.3% | 67.7%-7.4pp | 73.7%-13.4pp | 68.9%-8.6pp |
| Annual return | 4.45% | 17.81%-13.4pp | 590.58%-586.1pp | 26.06%-21.6pp |
| Employer contribution / active EE | $10,216 | $1,988+413.8% | $2,678+281.4% | $2,596+293.5% |
| Participant deferral / active EE | $1,617 | $2,961-45.4% | $3,976-59.3% | $4,274-62.2% |
| Admin fee / account holder | $1,610 | $4,132-61.0% | $6,100-73.6% | $7,775-79.3% |