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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 | $88,603 | $102,429-13.5% | $147,096-39.8% | $80,925+9.5% |
| Participation rate | 51.9% | 75.9%-24.0pp | 82.2%-30.3pp | 67.7%-15.8pp |
| Annual return | 9.61% | 135.02%-125.4pp | 419.75%-410.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $2,869 | $3,716-22.8% | $4,936-41.9% | $2,756+4.1% |
| Participant deferral / active EE | $7,652 | $6,649+15.1% | $8,071-5.2% | $4,299+78.0% |
| Admin fee / account holder | $526 | $7,957-93.4% | $13,005-96.0% | $6,940-92.4% |