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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 | $48,011+108.5% | $63,803+56.9% | $82,637+21.2% |
| Participation rate | 60.3% | 66.6%-6.3pp | 72.7%-12.4pp | 68.1%-7.7pp |
| Annual return | 4.45% | 19.84%-15.4pp | 543.72%-539.3pp | 53.51%-49.1pp |
| Employer contribution / active EE | $10,216 | $1,904+436.7% | $2,532+303.4% | $2,552+300.3% |
| Participant deferral / active EE | $1,617 | $2,846-43.2% | $3,843-57.9% | $4,126-60.8% |
| Admin fee / account holder | $1,610 | $3,873-58.4% | $5,196-69.0% | $7,339-78.1% |