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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 | $65,984 | $102,429-35.6% | $147,096-55.1% | $80,925-18.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 10.94% | 135.02%-124.1pp | 419.75%-408.8pp | 35.65%-24.7pp |
| Employer contribution / active EE | $6,330 | $3,716+70.4% | $4,936+28.2% | $2,756+129.6% |
| Participant deferral / active EE | $5,522 | $6,649-16.9% | $8,071-31.6% | $4,299+28.5% |
| Admin fee / account holder | $5,549 | $7,957-30.3% | $13,005-57.3% | $6,940-20.0% |