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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 | $83,534 | $59,456+40.5% | $93,669-10.8% | $74,429+12.2% |
| Participation rate | 45.5% | 59.6%-14.1pp | 68.7%-23.2pp | 67.2%-21.7pp |
| Annual return | 9.04% | 82.00%-73.0pp | 133.59%-124.6pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $553 | $1,266-56.3% | $2,424-77.2% | $2,625-78.9% |
| Participant deferral / active EE | $3,905 | $3,052+28.0% | $4,416-11.6% | $4,348-10.2% |
| Admin fee / account holder | $12,480 | $3,026+312.4% | $8,291+50.5% | $1,944+541.9% |