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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 | $105,202 | $78,607+33.8% | $105,624-0.4% | $74,478+41.3% |
| Participation rate | 40.0% | 72.8%-32.8pp | 75.3%-35.3pp | 67.2%-27.2pp |
| Annual return | 10.95% | 15.96%-5.0pp | 116.20%-105.3pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $903 | $2,523-64.2% | $3,168-71.5% | $2,626-65.6% |
| Participant deferral / active EE | $3,496 | $4,325-19.2% | $5,013-30.3% | $4,350-19.6% |
| Admin fee / account holder | $3,753 | $2,220+69.1% | $10,961-65.8% | $1,946+92.9% |