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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 | $102,185 | $102,422-0.2% | $147,117-30.5% | $80,959+26.2% |
| Participation rate | 35.7% | 75.9%-40.2pp | 82.2%-46.5pp | 67.7%-32.0pp |
| Annual return | 11.78% | 135.16%-123.4pp | 420.54%-408.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,588 | $3,717-57.3% | $4,932-67.8% | $2,757-42.4% |
| Participant deferral / active EE | $4,012 | $6,652-39.7% | $8,065-50.3% | $4,300-6.7% |
| Admin fee / account holder | $6,060 | $7,953-23.8% | $12,993-53.4% | $6,925-12.5% |